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 INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $24,975 |
Service code 49 | Other Services | $4,851 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,377 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $747 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $30,584 | $61,272-50.1% | $149,673-79.6% | $71,457-57.2% |
| Participation rate | 80.2% | 62.5%+17.7pp | 78.8%+1.4pp | 67.9%+12.3pp |
| Annual return | 18.47% | 35.85%-17.4pp | 134.42%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,667 | $2,378-29.9% | $4,818-65.4% | $2,588-35.6% |
| Participant deferral / active EE | $2,595 | $2,917-11.0% | $5,680-54.3% | $4,289-39.5% |
| Admin fee / account holder | $34 | $1,261-97.3% | $13,210-99.7% | $1,587-97.9% |