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 | Investment management; Finders' fees ... | $204,983 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,405 |
Service code 16 · EIN 43-1451524 | Consulting | $7,370 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $32,760 | $61,756-47.0% | $70,092-53.3% | $77,904-57.9% |
| Participation rate | 99.0% | 79.9%+19.2pp | 70.5%+28.6pp | 73.7%+25.4pp |
| Annual return | -11.02% | -11.86%+0.8pp | 190.73%-201.8pp | 12.21%-23.2pp |
| Employer contribution / active EE | $1,878 | $2,706-30.6% | $2,559-26.6% | $2,848-34.1% |
| Participant deferral / active EE | $5,097 | $3,977+28.2% | $3,849+32.4% | $4,806+6.1% |
| Admin fee / account holder | $41 | $101-59.3% | $6,267-99.3% | $133-68.9% |