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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $88,198 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,200 | $72,254+12.4% | $86,677-6.3% | $64,808+25.3% |
| Participation rate | 97.7% | 80.4%+17.3pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -14.32% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,327 | $2,393-2.7% | $2,836-17.9% | $2,506-7.1% |
| Participant deferral / active EE | $6,532 | $4,658+40.2% | $4,656+40.3% | $4,310+51.5% |
| Admin fee / account holder | $122 | $174-30.1% | $7,493-98.4% | $188-35.3% |