Filed March 27, 2020
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 INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,732 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,061 | $50,982-45.0% | $154,803-81.9% | $85,563-67.2% |
| Participation rate | 45.6% | 59.8%-14.2pp | 78.1%-32.5pp | 66.0%-20.4pp |
| Annual return | 14.52% | 30.35%-15.8pp | 58.88%-44.4pp | 31.51%-17.0pp |
| Employer contribution / active EE | $748 | $1,708-56.2% | $4,305-82.6% | $2,654-71.8% |
| Participant deferral / active EE | $1,390 | $2,474-43.8% | $5,540-74.9% | $4,375-68.2% |
| Admin fee / account holder | $22 | $846-97.4% | $14,329-99.8% | $834-97.4% |