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 INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 12-2638166 15310 AMBERLY DRIVE · TAMPA, FL 33647 | Advisory (Plan) | $32,276 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $23,906 |
PENSION ASSURANCE LLP7 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $10,060 |
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 | $29,873 | $95,274-68.6% | $135,903-78.0% | $74,419-59.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 12.40% | 32.77%-20.4pp | 68.23%-55.8pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,508 | $3,874-61.1% | $4,856-69.0% | $2,637-42.8% |
| Participant deferral / active EE | $4,220 | $7,782-45.8% | $7,758-45.6% | $4,528-6.8% |
| Admin fee / account holder | $197 | $266-25.8% | $10,762-98.2% | $348-43.3% |