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 INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 26-2235829 | Advisory (Participants) | $63,612 |
ASCENSUS LLC11+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $30,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,435 | $61,058+46.5% | $71,209+25.6% | $85,563+4.5% |
| Participation rate | 45.5% | 58.6%-13.1pp | 73.8%-28.3pp | 66.0%-20.5pp |
| Annual return | 15.56% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $596 | $2,199-72.9% | $2,721-78.1% | $2,654-77.5% |
| Participant deferral / active EE | $3,260 | $3,173+2.8% | $4,175-21.9% | $4,375-25.5% |
| Admin fee / account holder | $223 | $855-73.9% | $5,349-95.8% | $834-73.3% |