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.RPCS Service code 26 · EIN 13-2638166 315 DEADERICK STREET, 5TH FLOO · NASHVILLE, TN 37238 | Advisory (Participants) | $14,447 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,745 | $73,360-66.3% | $177,989-86.1% | $74,495-66.8% |
| Participation rate | 92.5% | 66.6%+25.8pp | 77.1%+15.4pp | 67.2%+25.3pp |
| Annual return | 17.39% | 17.49%-0.1pp | 294.48%-277.1pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,444 | $2,216-34.9% | $3,949-63.4% | $2,623-45.0% |
| Participant deferral / active EE | $3,936 | $4,513-12.8% | $6,276-37.3% | $4,346-9.4% |
| Admin fee / account holder | $63 | $1,808-96.5% | $10,363-99.4% | $1,942-96.8% |