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 9-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 27 · EIN 13-2638166 | Advisory (Plan) | $36,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,671 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,979 | $84,936+0.1% | $111,297-23.6% | $79,386+7.0% |
| Participation rate | 79.2% | 75.9%+3.3pp | 77.3%+1.9pp | 70.7%+8.5pp |
| Annual return | 12.55% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $136 | $1,979-93.1% | $2,731-95.0% | $2,427-94.4% |
| Participant deferral / active EE | $3,645 | $3,888-6.3% | $4,487-18.8% | $4,046-9.9% |
| Admin fee / account holder | $235 | $537-56.3% | $7,964-97.1% | $626-62.5% |