See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 55 · EIN 13-2638166 | Other Commissions | $7,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,927 | $42,548+5.6% | $74,550-39.7% | $56,287-20.2% |
| Participation rate | 26.5% | 60.5%-34.0pp | 69.1%-42.7pp | 69.9%-43.4pp |
| Annual return | -6.33% | 12.40%-18.7pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,696 | $2,277-25.5% | $3,108-45.4% | $3,350-49.4% |
| Admin fee / account holder | $43 | $467-90.8% | $5,060-99.2% | $521-91.8% |