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 INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 53 610 S BRYANT · SAN ANGELO, TX 76904 | Insurance Commissions | $16,979 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,824 |
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 | $35,685 | $54,573-34.6% | $90,951-60.8% | $73,488-51.4% |
| Participation rate | 58.2% | 61.2%-3.0pp | 69.0%-10.9pp | 70.7%-12.5pp |
| Annual return | 12.43% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $989 | $991-0.2% | $2,122-53.4% | $2,270-56.4% |
| Participant deferral / active EE | $1,785 | $2,517-29.1% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $187 | $521-64.2% | $5,959-96.9% | $513-63.6% |