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 INC5+ years Service code 55 · EIN 13-2638166 | Other Commissions | $34,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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 | $147,292 | $55,706+164.4% | $75,886+94.1% | $72,985+101.8% |
| Participation rate | 94.5% | 61.1%+33.4pp | 69.3%+25.2pp | 69.5%+25.0pp |
| Annual return | 18.57% | 27.59%-9.0pp | 30.76%-12.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,520 | $1,687+227.3% | $2,500+120.8% | $2,440+126.3% |
| Participant deferral / active EE | $6,696 | $2,634+154.2% | $3,603+85.9% | $3,607+85.6% |
| Admin fee / account holder | $20 | $3,978-99.5% | $5,418-99.6% | $5,124-99.6% |