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, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,067 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $55,019 |
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 | $30,473 | $78,781-61.3% | $100,516-69.7% | $73,409-58.5% |
| Participation rate | 89.1% | 80.0%+9.1pp | 79.4%+9.7pp | 72.2%+16.9pp |
| Annual return | 20.47% | 31.69%-11.2pp | 30.89%-10.4pp | 59.29%-38.8pp |
| Employer contribution / active EE | $2,345 | $2,420-3.1% | $3,418-31.4% | $2,234+5.0% |
| Participant deferral / active EE | $4,593 | $6,537-29.7% | $6,270-26.8% | $3,805+20.7% |
| Admin fee / account holder | $137 | $145-5.7% | $8,081-98.3% | $158-13.2% |