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 15 · EIN 16-1503696 | Recordkeeping | $369 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPNAY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,250 | $51,769-66.7% | $57,343-69.9% | $52,331-67.0% |
| Participation rate | 99.3% | 75.2%+24.0pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | -0.91% | 2.43%-3.3pp | 24.39%-25.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,149 | $2,335-50.8% | $2,689-57.2% | $1,882-38.9% |
| Participant deferral / active EE | $695 | $2,794-75.1% | $3,162-78.0% | $3,022-77.0% |
| Admin fee / account holder | $2 | $295-99.2% | $3,356-99.9% | $592-99.6% |