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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,315 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $42,078 |
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 | $22,945 | $69,231-66.9% | $91,989-75.1% | $67,579-66.0% |
| Participation rate | 91.5% | 78.9%+12.6pp | 78.6%+12.9pp | 71.3%+20.2pp |
| Annual return | 33.56% | 32.03%+1.5pp | 69.02%-35.5pp | 378.56%-345.0pp |
| Employer contribution / active EE | $1,930 | $2,284-15.5% | $3,452-44.1% | $2,148-10.1% |
| Participant deferral / active EE | $3,809 | $5,854-34.9% | $5,923-35.7% | $3,539+7.6% |
| Admin fee / account holder | $106 | $107-1.6% | $7,743-98.6% | $142-25.7% |