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 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $34,463 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
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 | $29,721 | $79,519-62.6% | $95,952-69.0% | $73,409-59.5% |
| Participation rate | 94.0% | 81.2%+12.8pp | 77.1%+16.9pp | 72.2%+21.8pp |
| Annual return | 13.42% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $300 | $2,048-85.3% | $2,541-88.2% | $2,234-86.6% |
| Participant deferral / active EE | $2,473 | $4,138-40.2% | $4,167-40.7% | $3,805-35.0% |
| Admin fee / account holder | $122 | $184-34.1% | $6,795-98.2% | $158-23.0% |