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 INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $16,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,365 | $55,453+7.1% | $170,442-65.2% | $62,292-4.7% |
| Participation rate | 51.2% | 66.4%-15.2pp | 83.6%-32.4pp | 69.5%-18.3pp |
| Annual return | 17.90% | 21.38%-3.5pp | 205.93%-188.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $833 | $2,164-61.5% | $5,433-84.7% | $2,042-59.2% |
| Participant deferral / active EE | $2,322 | $2,303+0.8% | $4,939-53.0% | $3,169-26.7% |
| Admin fee / account holder | $55 | $455-87.9% | $13,880-99.6% | $479-88.5% |