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 4-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,023 |
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 | $90,518 | $106,028-14.6% | $146,958-38.4% | $77,643+16.6% |
| Participation rate | 95.7% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 180.84% | 56.73%+124.1pp | 418.34%-237.5pp | 31.24%+149.6pp |
| Employer contribution / active EE | $8,823 | $4,063+117.2% | $4,933+78.9% | $2,726+223.7% |
| Participant deferral / active EE | $14,577 | $7,990+82.4% | $8,070+80.6% | $4,647+213.7% |
| Admin fee / account holder | $281 | $337-16.7% | $12,998-97.8% | $430-34.7% |