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 INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $30,511 |
CONNER & WINTERS2+ years Service code 29 · EIN 73-1388566 | Legal | $7,702 |
Service code 14 · EIN 52-1590513 | Plan Administrator | $7,277 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,096 | $54,392-81.4% | $84,750-88.1% | $63,975-84.2% |
| Participation rate | 84.4% | 76.9%+7.6pp | 76.6%+7.8pp | 71.1%+13.3pp |
| Annual return | 6.58% | 611.38%-604.8pp | 22.78%-16.2pp | 48.65%-42.1pp |
| Employer contribution / active EE | $1,046 | $2,943-64.5% | $3,574-70.7% | $2,182-52.1% |
| Participant deferral / active EE | $737 | $2,593-71.6% | $3,712-80.1% | $3,356-78.0% |
| Admin fee / account holder | $31 | $136-77.0% | $5,332-99.4% | $70-55.7% |