Filed July 17, 2020
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 7-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $58,347 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $7,921 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,452 | $84,030-79.2% | $126,539-86.2% | $102,872-83.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.8%+30.2pp | 73.0%+27.0pp |
| Annual return | 19.46% | 17.79%+1.7pp | 425.95%-406.5pp | 19.06%+0.4pp |
| Employer contribution / active EE | $805 | $3,287-75.5% | $3,674-78.1% | $3,526-77.2% |
| Participant deferral / active EE | $3,837 | $3,749+2.4% | $4,083-6.0% | $5,535-30.7% |
| Admin fee / account holder | $46 | $299-84.5% | $6,065-99.2% | $292-84.1% |