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 INC1+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $209,259 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $40,995 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $31,221 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $14,619 |
ISSI1+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $13,841 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -2.05% | 2.79%-4.8pp | 4.16%-6.2pp | 11.88%-13.9pp |
| Employer contribution / active EE | $12,901 | $10,530+22.5% | $29,966-56.9% | $14,612-11.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |