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 INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 53 610 S BRYANT · SAN ANGELO, TX 76904 | Insurance Commissions | $11,316 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,302 | $49,138-34.3% | $84,015-61.6% | $65,185-50.4% |
| Participation rate | 57.8% | 60.7%-3.0pp | 69.0%-11.2pp | 70.2%-12.4pp |
| Annual return | 20.27% | 23.00%-2.7pp | 71.31%-51.0pp | 29.38%-9.1pp |
| Employer contribution / active EE | $928 | $914+1.5% | $1,983-53.2% | $2,177-57.4% |
| Participant deferral / active EE | $1,664 | $2,397-30.6% | $3,239-48.6% | $3,514-52.6% |
| Admin fee / account holder | $170 | $543-68.6% | $6,101-97.2% | $847-79.9% |