See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,410 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,680 | $56,640-8.8% | $80,975-36.2% | $57,658-10.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 75.8%+19.2pp | 70.2%+24.7pp |
| Annual return | 8.27% | 19.97%-11.7pp | 17.10%-8.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,436 | $2,085-31.1% | $3,714-61.3% | $1,974-27.2% |
| Participant deferral / active EE | $3,558 | $4,944-28.0% | $5,696-37.5% | $3,061+16.2% |
| Admin fee / account holder | $19 | $87-78.4% | $5,516-99.7% | $95-80.1% |