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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,700 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $20,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,716 | $88,083-56.0% | $164,813-76.5% | $74,495-48.0% |
| Participation rate | 84.9% | 73.0%+11.8pp | 78.6%+6.3pp | 67.2%+17.7pp |
| Annual return | 10.25% | 17.26%-7.0pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $879 | $2,593-66.1% | $4,341-79.7% | $2,623-66.5% |
| Participant deferral / active EE | $2,292 | $4,498-49.0% | $6,031-62.0% | $4,346-47.3% |
| Admin fee / account holder | $241 | $2,234-89.2% | $12,690-98.1% | $1,942-87.6% |