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 |
|---|---|---|
Filed as: PENSERV, INC. Service code 13 · EIN 20-2872050 | Contract Administrator | $3,200 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,889 | $77,813-70.6% | $123,544-81.5% | $64,186-64.3% |
| Participation rate | 23.0% | 74.7%-51.7pp | 82.3%-59.3pp | 69.6%-46.6pp |
| Annual return | -3.09% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,116 | $3,014-63.0% | $4,628-75.9% | $2,381-53.1% |
| Participant deferral / active EE | $1,596 | $5,240-69.5% | $6,426-75.2% | $3,470-54.0% |
| Admin fee / account holder | $65 | $5,519-98.8% | $9,284-99.3% | $4,888-98.7% |