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 INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $311,935 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $154,574 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $40,518 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE · ALBUQUERQUE, NM 85012 | Legal | $26,312 |
LORD ABBETT7+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $15,211 |
FINDELL & COMPANY, P.C.7+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,774-100.0% | $112,228-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.1%-75.1pp | 73.7%-73.7pp |
| Annual return | 4.34% | -10.25%+14.6pp | 27.45%-23.1pp | 12.21%-7.9pp |
| Employer contribution / active EE | $1,026 | $3,977-74.2% | $3,635-71.8% | $2,848-64.0% |
| Participant deferral / active EE | $606 | $3,778-84.0% | $4,728-87.2% | $4,806-87.4% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |