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 INC9 years Filed as: UBS Service code 26 · EIN 36-7364489 | Advisory (Participants) | $15,897 |
Filed as: FIDELITY INV INST OPS CO, LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $2,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $69,389 | $108,719-36.2% | $101,326-31.5% | $85,563-18.9% |
| Participation rate | 54.6% | 80.9%-26.2pp | 81.5%-26.9pp | 66.0%-11.3pp |
| Annual return | 19.72% | 20.95%-1.2pp | 36.82%-17.1pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,745 | $3,114-44.0% | $3,665-52.4% | $2,654-34.2% |
| Participant deferral / active EE | $3,320 | $8,545-61.1% | $7,994-58.5% | $4,375-24.1% |
| Admin fee / account holder | $106 | $685-84.5% | $11,185-99.1% | $834-87.3% |