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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,407 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,331 | $54,573-9.6% | $90,951-45.8% | $73,488-32.9% |
| Participation rate | 55.4% | 61.2%-5.8pp | 69.0%-13.6pp | 70.7%-15.3pp |
| Annual return | 13.23% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,612 | $991+62.6% | $2,122-24.0% | $2,270-29.0% |
| Participant deferral / active EE | $2,584 | $2,517+2.7% | $3,373-23.4% | $3,740-30.9% |
| Admin fee / account holder | $124 | $521-76.1% | $5,959-97.9% | $513-75.8% |