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 19 · EIN 13-2638166 | Securities Custodian | $15,935 |
Service code 10 · EIN 47-1793720 | Accounting | $6,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,814 | $81,537-84.3% | $149,718-91.4% | $69,631-81.6% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.1%-0.4pp | 70.7%+16.0pp |
| Annual return | 9.80% | 22.79%-13.0pp | 1501.63%-1491.8pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $3,027 | $3,239-6.5% | $5,445-44.4% | $2,032+49.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $158 | $107+47.8% | $11,283-98.6% | $110+43.0% |