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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,223 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $32,538 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,872 | $62,543-73.0% | $83,333-79.8% | $55,725-69.7% |
| Participation rate | 95.0% | 78.4%+16.6pp | 77.8%+17.2pp | 70.9%+24.1pp |
| Annual return | -4.99% | 14.85%-19.8pp | 10.63%-15.6pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,952 | $2,427-19.6% | $3,379-42.2% | $2,078-6.1% |
| Participant deferral / active EE | $3,961 | $5,682-30.3% | $5,565-28.8% | $3,356+18.0% |
| Admin fee / account holder | $96 | $103-7.1% | $7,510-98.7% | $115-16.8% |