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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,705 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,683 | $92,971-82.1% | $96,683-82.7% | $74,419-77.6% |
| Participation rate | 81.2% | 71.5%+9.6pp | 74.3%+6.8pp | 70.7%+10.5pp |
| Annual return | 20.03% | 37.49%-17.5pp | 35.69%-15.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $301 | $3,426-91.2% | $3,737-92.0% | $2,637-88.6% |
| Participant deferral / active EE | $2,388 | $3,970-39.9% | $4,878-51.1% | $4,528-47.3% |
| Admin fee / account holder | $42 | $633-93.4% | $6,730-99.4% | $348-88.0% |