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 | $451 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPNAY 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 | $20,232 | $49,227-58.9% | $70,449-71.3% | $79,858-74.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.67% | 30.06%-18.4pp | 109.03%-97.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $461 | $2,099-78.0% | $2,737-83.1% | $2,471-81.3% |
| Participant deferral / active EE | $877 | $2,768-68.3% | $3,709-76.3% | $3,740-76.5% |
| Admin fee / account holder | $4 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |