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 Service code 99 · EIN 13-2638166 | Other Fees | $23,014 |
Filed as: VOYA RETIREMENT INSURANCE & ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $58,259 | $70,908-17.8% | $98,907-41.1% | $73,488-20.7% |
| Participation rate | 93.2% | 73.8%+19.5pp | 76.0%+17.2pp | 70.7%+22.6pp |
| Annual return | 17.64% | 34.17%-16.5pp | 196.43%-178.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $291 | $2,036-85.7% | $2,689-89.2% | $2,270-87.2% |
| Participant deferral / active EE | $2,744 | $3,500-21.6% | $4,244-35.4% | $3,740-26.6% |
| Admin fee / account holder | $200 | $535-62.7% | $6,642-97.0% | $513-61.1% |