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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,672 | $44,764+17.7% | $68,791-23.4% | $64,808-18.7% |
| Participation rate | 39.6% | 64.8%-25.2pp | 69.0%-29.5pp | 71.5%-31.9pp |
| Annual return | -18.20% | -10.91%-7.3pp | -6.38%-11.8pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,027 | $1,775-42.2% | $2,655-61.3% | $2,506-59.0% |
| Participant deferral / active EE | $4,110 | $3,238+26.9% | $3,941+4.3% | $4,310-4.7% |
| Admin fee / account holder | $156 | $151+3.1% | $4,932-96.8% | $188-16.9% |