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 37 · EIN 35-0145825 | Loan Processing | $26,115 |
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $18,670 |
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 51-0120742 | Advisory (Participants) | $6,223 |
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 | $45,355 | $54,573-16.9% | $90,951-50.1% | $73,488-38.3% |
| Participation rate | 82.7% | 61.2%+21.6pp | 69.0%+13.7pp | 70.7%+12.0pp |
| Annual return | 14.38% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $602 | $991-39.3% | $2,122-71.6% | $2,270-73.5% |
| Participant deferral / active EE | $3,900 | $2,517+54.9% | $3,373+15.6% | $3,740+4.3% |
| Admin fee / account holder | $105 | $521-79.9% | $5,959-98.2% | $513-79.6% |