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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $46,179 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 12-2638166 15310 AMBERLY DRIVE · TAMPA, FL 33647 | Advisory (Plan) | $34,673 |
PENSION ASSURANCE LLP8 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $9,820 |
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 | $30,777 | $106,028-71.0% | $146,958-79.1% | $77,643-60.4% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 9.73% | 56.73%-47.0pp | 418.34%-408.6pp | 31.24%-21.5pp |
| Employer contribution / active EE | $1,513 | $4,063-62.8% | $4,933-69.3% | $2,726-44.5% |
| Participant deferral / active EE | $4,091 | $7,990-48.8% | $8,070-49.3% | $4,647-12.0% |
| Admin fee / account holder | $210 | $337-37.7% | $12,998-98.4% | $430-51.1% |