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 INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,656 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,000 | $44,059+58.9% | $71,671-2.3% | $69,631+0.5% |
| Participation rate | 41.4% | 60.8%-19.4pp | 68.7%-27.4pp | 70.7%-29.3pp |
| Annual return | 14.28% | 21.97%-7.7pp | 20.65%-6.4pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,507 | $2,370+5.8% | $3,438-27.1% | $3,224-22.2% |
| Admin fee / account holder | $186 | $108+72.6% | $5,558-96.7% | $110+68.3% |