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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
UBS FINANCIAL SERVICES INC2 years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,986 | $63,114+153.5% | $92,893+72.2% | $65,185+145.4% |
| Participation rate | 94.4% | 68.8%+25.7pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | 21.90% | 28.75%-6.9pp | 109.41%-87.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $4,151 | $2,571+61.5% | $3,653+13.6% | $2,177+90.7% |
| Participant deferral / active EE | $9,647 | $3,108+210.4% | $4,236+127.7% | $3,514+174.5% |
| Admin fee / account holder | $1 | $624-99.9% | $5,794-100.0% | $847-99.9% |