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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 53 610 S BRYANT · SAN ANGELO, TX 76904 | Insurance Commissions | $13,938 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST · RIDGELAND, MS 39157 | Recordkeeping | $1,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,102 | $42,548-36.3% | $74,550-63.6% | $56,287-51.8% |
| Participation rate | 53.4% | 60.5%-7.0pp | 69.1%-15.7pp | 69.9%-16.4pp |
| Annual return | -5.97% | 12.40%-18.4pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $891 | $855+4.2% | $1,961-54.6% | $2,111-57.8% |
| Participant deferral / active EE | $1,599 | $2,277-29.8% | $3,108-48.6% | $3,350-52.3% |
| Admin fee / account holder | $181 | $467-61.2% | $5,060-96.4% | $521-65.2% |