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 | $360 |
UBS FINANCIAL SERVICES INC5+ 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 | $20,174 | $60,795-66.8% | $69,455-71.0% | $65,185-69.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 16.89% | 17.46%-0.6pp | 28.97%-12.1pp | 29.38%-12.5pp |
| Employer contribution / active EE | $461 | $2,452-81.2% | $2,779-83.4% | $2,177-78.8% |
| Participant deferral / active EE | $840 | $3,162-73.4% | $3,535-76.2% | $3,514-76.1% |
| Admin fee / account holder | $3 | $314-99.0% | $3,839-99.9% | $847-99.6% |