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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,283 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,648 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $48,230-28.8% | $67,502-49.1% | $80,856-57.5% |
| Participation rate | 80.8% | 66.4%+14.4pp | 72.9%+7.9pp | 67.6%+13.1pp |
| Annual return | 8.96% | 18.28%-9.3pp | 3512.12%-3503.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,955 | $2,924+1.1% | $4,000-26.1% | $4,296-31.2% |
| Admin fee / account holder | $183 | $3,681-95.0% | $3,998-95.4% | $6,918-97.3% |