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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,810 | $102,553-33.9% | $151,611-55.3% | $66,914+1.3% |
| Participation rate | 89.9% | 85.5%+4.4pp | 87.5%+2.4pp | 69.8%+20.1pp |
| Annual return | -15.80% | -10.82%-5.0pp | 3.33%-19.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,183 | $6,641+53.3% | $8,363+21.8% | $4,237+140.3% |
| Admin fee / account holder | $235 | $630-62.7% | $11,616-98.0% | $593-60.4% |