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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,841 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,859 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,970 | $50,458+3.0% | $159,960-67.5% | $64,808-19.8% |
| Participation rate | 45.0% | 68.0%-23.0pp | 78.0%-32.9pp | 71.5%-26.4pp |
| Annual return | -15.52% | -13.42%-2.1pp | 408.60%-424.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $431 | $1,722-75.0% | $4,226-89.8% | $2,506-82.8% |
| Participant deferral / active EE | $2,407 | $4,004-39.9% | $6,182-61.1% | $4,310-44.2% |
| Admin fee / account holder | $263 | $706-62.7% | $8,698-97.0% | $188+40.1% |