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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,339 | $72,277-17.9% | $101,248-41.4% | $79,858-25.7% |
| Participation rate | 69.4% | 68.5%+1.0pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 13.82% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,871 | $2,692-30.5% | $3,660-48.9% | $2,471-24.3% |
| Participant deferral / active EE | $3,456 | $3,282+5.3% | $4,370-20.9% | $3,740-7.6% |
| Admin fee / account holder | $271 | $4,400-93.8% | $5,945-95.4% | $5,306-94.9% |