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 3-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 INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,534 | $119,446-42.6% | $150,045-54.3% | $85,563-19.9% |
| Participation rate | 54.2% | 75.4%-21.2pp | 82.3%-28.1pp | 66.0%-11.7pp |
| Annual return | 17.53% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,735 | $4,078-57.5% | $4,693-63.0% | $2,654-34.6% |
| Participant deferral / active EE | $3,954 | $7,985-50.5% | $7,997-50.6% | $4,375-9.6% |
| Admin fee / account holder | $208 | $548-62.1% | $13,435-98.5% | $834-75.1% |