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 INC7 years Service code 99 · EIN 13-2638166 | Other Fees | $52,179 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,375 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 64 · EIN 04-3516284 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,908 | $106,028-13.3% | $146,958-37.5% | $77,643+18.4% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 16.80% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $764 | $4,063-81.2% | $4,933-84.5% | $2,726-72.0% |
| Participant deferral / active EE | $6,555 | $7,990-18.0% | $8,070-18.8% | $4,647+41.1% |
| Admin fee / account holder | $223 | $337-33.9% | $12,998-98.3% | $430-48.2% |