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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $3,761 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,123 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,839 | $33,914-73.9% | $63,412-86.1% | $52,331-83.1% |
| Participation rate | 82.0% | 59.6%+22.4pp | 67.1%+14.9pp | 68.1%+13.9pp |
| Annual return | -0.58% | 3.22%-3.8pp | 4.04%-4.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $313 | $1,121-72.1% | $1,814-82.7% | $1,882-83.3% |
| Participant deferral / active EE | $689 | $1,733-60.2% | $2,496-72.4% | $3,022-77.2% |
| Admin fee / account holder | $56 | $353-84.1% | $3,753-98.5% | $592-90.5% |