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 Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $77,694 |
DORIS ECHEGUREN4+ years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $77,411 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $51,300 |
CHRISTINA MADERICH3 years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $39,857 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $36,275 |
BARBARA GILL1 year Filed as: BARBARA THOMPSON Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $30,596 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $30,459 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -1.35% | -1.43%+0.1pp | -0.70%-0.7pp | -0.69%-0.7pp |
| Employer contribution / active EE | $7,366 | $25,105-70.7% | $28,903-74.5% | $16,786-56.1% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |