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 INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,539 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,142 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,880 | $72,770-69.9% | $67,652-67.7% | $55,191-60.4% |
| Participation rate | 87.3% | 78.8%+8.5pp | 75.7%+11.6pp | 69.2%+18.1pp |
| Annual return | 1.74% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,978 | $3,408+16.7% | $3,560+11.7% | $3,046+30.6% |
| Admin fee / account holder | $57 | $79-27.5% | $4,821-98.8% | $91-37.1% |