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 |
|---|---|---|
Service code 19 · EIN 16-1503696 | Securities Custodian | $444 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,109 | $43,550-53.8% | $63,517-68.3% | $52,331-61.6% |
| Participation rate | 96.3% | 65.7%+30.6pp | 71.0%+25.3pp | 68.1%+28.2pp |
| Annual return | 0.02% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $748 | $1,351-44.7% | $2,322-67.8% | $1,882-60.3% |
| Participant deferral / active EE | $2,452 | $2,254+8.8% | $2,953-17.0% | $3,022-18.9% |
| Admin fee / account holder | $3 | $387-99.3% | $5,892-100.0% | $592-99.6% |