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 INC5+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $22,400 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $862 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIAMOND HILL3 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $17,058 | $96,403-82.3% | $93,606-81.8% | $77,787-78.1% |
| Participation rate | 93.2% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.0pp |
| Annual return | 15.46% | 39.36%-23.9pp | 32.76%-17.3pp | 32.57%-17.1pp |
| Employer contribution / active EE | $1,008 | $3,616-72.1% | $2,718-62.9% | $2,504-59.7% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $1 | $90-99.4% | $7,888-100.0% | $100-99.4% |