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 Filed as: UBS FINANCIAL SVCS INS AGENCY INC Service code 27 · EIN 51-0120742 | Advisory (Plan) | $80,657 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 50 · EIN 04-1590850 | Direct Payment | $4,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,041 | $71,957+73.8% | $67,652+84.8% | $59,188+111.3% |
| Participation rate | 67.5% | 82.7%-15.1pp | 75.7%-8.1pp | 69.4%-1.9pp |
| Annual return | 8.33% | 8.53%-0.2pp | 6625.04%-6616.7pp | 5.51%+2.8pp |
| Employer contribution / active EE | $1,983 | $2,432-18.5% | $2,266-12.5% | $2,098-5.5% |
| Participant deferral / active EE | $4,728 | $4,211+12.3% | $3,560+32.8% | $3,265+44.8% |
| Admin fee / account holder | $3 | $64-95.4% | $4,821-99.9% | $92-96.8% |