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: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $3,705 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $17,679 | $77,813-77.3% | $123,544-85.7% | $64,186-72.5% |
| Participation rate | 31.1% | 74.7%-43.6pp | 82.3%-51.2pp | 69.6%-38.5pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $204 | $3,014-93.2% | $4,628-95.6% | $2,381-91.4% |
| Participant deferral / active EE | $3,129 | $5,240-40.3% | $6,426-51.3% | $3,470-9.8% |
| Admin fee / account holder | $70 | $5,519-98.7% | $9,284-99.2% | $4,888-98.6% |