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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $144,099 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC. Service code 12 · EIN 27-2037969 | Claims processing; Account maintenanc... | $125,220 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $2,679,533-98.7% | $164,813-79.5% | $199,593-83.1% |
| Participation rate | 96.3% | 78.3%+18.0pp | 78.6%+17.7pp | 72.0%+24.3pp |
| Annual return | 13.00% | 17.93%-4.9pp | 69.93%-56.9pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,898 | $2,970-36.1% | $4,341-56.3% | $3,034-37.4% |
| Participant deferral / active EE | $2,941 | $5,010-41.3% | $6,031-51.2% | $5,087-42.2% |
| Admin fee / account holder | $89 | $1,982-95.5% | $12,690-99.3% | $269-66.8% |