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 | $12,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,609 | $106,236-77.8% | $112,228-79.0% | $64,808-63.6% |
| Participation rate | 48.1% | 71.7%-23.6pp | 75.1%-27.0pp | 71.5%-23.4pp |
| Annual return | -17.92% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.7pp |
| Employer contribution / active EE | $662 | $3,166-79.1% | $3,635-81.8% | $2,506-73.6% |
| Participant deferral / active EE | $1,948 | $3,785-48.5% | $4,728-58.8% | $4,310-54.8% |
| Admin fee / account holder | $22 | $452-95.2% | $6,410-99.7% | $188-88.5% |