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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP7 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 22-2000222 | Accounting | $75,500 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $30,646 |
Service code 49 · EIN 22-2755716 | Other Services | $8,007 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $6,135 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638165 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,113 | $58,778-53.9% | $129,207-79.0% | $77,643-65.1% |
| Participation rate | 37.8% | 59.2%-21.5pp | 69.6%-31.9pp | 70.6%-32.8pp |
| Annual return | 12.44% | 24.73%-12.3pp | 9417.33%-9404.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $903 | $1,952-53.8% | $4,153-78.3% | $2,726-66.9% |
| Participant deferral / active EE | $517 | $3,212-83.9% | $4,168-87.6% | $4,647-88.9% |
| Admin fee / account holder | $185 | $589-68.7% | $7,715-97.6% | $430-57.1% |