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 Service code 55 · EIN 13-2638166 | Other Commissions | $11,571 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,861 | $50,464-54.7% | $75,781-69.8% | $52,331-56.3% |
| Participation rate | 26.8% | 66.8%-40.0pp | 75.8%-49.0pp | 68.1%-41.3pp |
| Annual return | -2.09% | 1.03%-3.1pp | 9.68%-11.8pp | 4.54%-6.6pp |
| Employer contribution / active EE | $87 | $1,988-95.6% | $3,323-97.4% | $1,882-95.4% |
| Participant deferral / active EE | $1,370 | $2,570-46.7% | $3,651-62.5% | $3,022-54.7% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,299-99.9% | $592-99.4% |