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 Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $35,727 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,983 |
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 | $45,034 | $155,795-71.1% | $136,294-67.0% | $69,631-35.3% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 70.7%+5.9pp |
| Annual return | 28.51% | 232464.33%-232435.8pp | 5155.94%-5127.4pp | 27571.02%-27542.5pp |
| Employer contribution / active EE | $2,062 | $2,991-31.0% | $4,695-56.1% | $2,032+1.5% |
| Participant deferral / active EE | $6,781 | $5,394+25.7% | $6,247+8.5% | $3,224+110.3% |
| Admin fee / account holder | $279 | $128+117.5% | $9,243-97.0% | $110+152.5% |