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 INC8+ years Service code 55 · EIN 13-2638166 | Other Commissions | $25,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,775 |
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 | $129,158 | $48,265+167.6% | $68,791+87.8% | $68,494+88.6% |
| Participation rate | 96.4% | 60.7%+35.7pp | 69.0%+27.4pp | 67.9%+28.5pp |
| Annual return | -13.80% | -12.71%-1.1pp | -6.38%-7.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,235 | $1,829+241.0% | $2,655+134.8% | $2,596+140.2% |
| Participant deferral / active EE | $6,452 | $2,867+125.1% | $3,941+63.7% | $4,027+60.2% |
| Admin fee / account holder | $22 | $4,355-99.5% | $4,932-99.5% | $5,403-99.6% |