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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Securities Custodian | $18,741 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 | Recordkeeping | $5,848 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,891 | $86,332-71.2% | $125,175-80.1% | $65,185-61.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 15.65% | 27.43%-11.8pp | 43.79%-28.1pp | 29.38%-13.7pp |
| Employer contribution / active EE | $1,823 | $2,040-10.6% | $3,865-52.8% | $2,177-16.3% |
| Participant deferral / active EE | $1,938 | $3,537-45.2% | $4,937-60.7% | $3,514-44.8% |
| Admin fee / account holder | $198 | $609-67.5% | $9,702-98.0% | $847-76.6% |