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 | $354 |
UBS FINANCIAL SERVICES INC4+ 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.
Employer contribution per participant 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.
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 | $16,468 | $55,002-70.1% | $59,878-72.5% | $56,287-70.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.39% | 1.13%-4.5pp | 3.46%-6.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $473 | $2,448-80.7% | $2,722-82.6% | $2,111-77.6% |
| Participant deferral / active EE | $810 | $3,121-74.0% | $3,402-76.2% | $3,350-75.8% |
| Admin fee / account holder | $3 | $236-98.8% | $3,590-99.9% | $521-99.4% |