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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,823 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,999 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,925 | $127,065-67.8% | $113,168-63.8% | $142,382-71.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.58% | 24.03%-13.4pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,311 | $3,442-3.8% | $2,975+11.3% | $4,299-23.0% |
| Participant deferral / active EE | $11,480 | $5,716+100.8% | $5,107+124.8% | $6,507+76.4% |
| Admin fee / account holder | $180 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |