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 · EIN 13-2638166 | Other Fees | $100,339 |
Service code 49 · EIN 27-0293282 | Other Services | $29,715 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $9,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,244 | $131,153-49.5% | $101,326-34.6% | $102,872-35.6% |
| Participation rate | 68.5% | 80.8%-12.3pp | 81.5%-13.0pp | 73.0%-4.5pp |
| Annual return | 18.72% | 23.05%-4.3pp | 36.82%-18.1pp | 19.06%-0.3pp |
| Employer contribution / active EE | $2,811 | $3,900-27.9% | $3,665-23.3% | $3,526-20.3% |
| Participant deferral / active EE | $6,191 | $10,801-42.7% | $7,994-22.5% | $5,535+11.9% |
| Admin fee / account holder | $41 | $140-70.7% | $11,185-99.6% | $292-86.0% |