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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $33,031 |
Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $1,006 |
AMERICAN FUNDS2+ years Filed as: CAPITAL BANK AND TRUST Service code 15 · EIN 95-1411037 PO BOX 659530 · SAN ANTONIO, TX 782659530 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,490 | $65,592-47.4% | $90,160-61.7% | $69,631-50.5% |
| Participation rate | 65.8% | 77.6%-11.8pp | 76.9%-11.0pp | 70.7%-4.9pp |
| Annual return | 26.47% | 57.10%-30.6pp | 34.88%-8.4pp | 27571.02%-27544.6pp |
| Employer contribution / active EE | $143 | $2,193-93.5% | $3,318-95.7% | $2,032-93.0% |
| Participant deferral / active EE | $9,216 | $5,257+75.3% | $5,288+74.3% | $3,224+185.9% |
| Admin fee / account holder | $79 | $86-7.4% | $5,943-98.7% | $110-28.2% |