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 INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $30,013 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $156,017 | $59,839+160.7% | $81,983+90.3% | $79,858+95.4% |
| Participation rate | 98.8% | 61.6%+37.2pp | 69.2%+29.6pp | 69.6%+29.2pp |
| Annual return | 10.61% | 17.56%-7.0pp | 41.31%-30.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $6,829 | $1,713+298.5% | $2,498+173.4% | $2,471+176.4% |
| Participant deferral / active EE | $7,298 | $2,695+170.8% | $3,722+96.1% | $3,740+95.1% |
| Admin fee / account holder | $12 | $4,287-99.7% | $5,664-99.8% | $5,306-99.8% |