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 | Recordkeeping fees; Finders' fees / p... | $24,693 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,306 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $42,655 | $59,186-27.9% | $76,768-44.4% | $56,287-24.2% |
| Participation rate | 86.7% | 75.2%+11.5pp | 77.0%+9.7pp | 69.9%+16.8pp |
| Annual return | -4.68% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,202 | $1,759-31.7% | $2,485-51.7% | $2,111-43.1% |
| Participant deferral / active EE | $3,295 | $3,255+1.2% | $3,852-14.5% | $3,350-1.6% |
| Admin fee / account holder | $143 | $489-70.7% | $6,675-97.9% | $521-72.5% |