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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,825 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $19,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,157 | $55,415-7.7% | $155,509-67.1% | $74,495-31.3% |
| Participation rate | 64.4% | 61.9%+2.5pp | 78.2%-13.8pp | 67.2%-2.8pp |
| Annual return | 11.33% | 268.50%-257.2pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $372 | $2,267-83.6% | $4,672-92.0% | $2,623-85.8% |
| Participant deferral / active EE | $2,673 | $2,836-5.7% | $5,626-52.5% | $4,346-38.5% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |