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 INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $24,247 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,941 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,104 | $71,666-60.8% | $117,854-76.2% | $69,631-59.6% |
| Participation rate | 94.7% | 77.5%+17.2pp | 79.7%+15.1pp | 70.7%+24.1pp |
| Annual return | 12.10% | 18.86%-6.8pp | 335.08%-323.0pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $977 | $1,889-48.3% | $3,786-74.2% | $2,032-51.9% |
| Participant deferral / active EE | $3,084 | $3,340-7.7% | $4,482-31.2% | $3,224-4.3% |
| Admin fee / account holder | $60 | $120-50.2% | $8,020-99.3% | $110-45.8% |