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 |
|---|---|---|
UFCW LOCAL 15004 years Service code 49 · EIN 13-5342295 | Other Services | $226,313 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $195,147 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $71,868 |
Service code 49 · EIN 11-2569806 | Other Services | $47,026 |
BERDON LLP6 years Service code 10 · EIN 13-0485070 | Accounting | $17,001 |
AJV LLC2 years Service code 15 · EIN 34-3939564 | Recordkeeping | $12,423 |
THE SEGAL COMPANY6 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
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 | $2,788 | $78,044-96.4% | $82,719-96.6% | $78,044-96.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 72.6%+27.4pp | 74.4%+25.6pp |
| Annual return | -14.55% | 10.87%-25.4pp | 701.18%-715.7pp | 10.87%-25.4pp |
| Employer contribution / active EE | $1,422 | $3,125-54.5% | $3,009-52.7% | $3,125-54.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $4,395-100.0% | $5,084-100.0% |
| Admin fee / account holder | $67 | $79-15.7% | $5,329-98.8% | $79-15.7% |