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 INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $3,663 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $2,012 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,203 | $89,355-18.1% | $141,162-48.1% | $72,985+0.3% |
| Participation rate | 72.6% | 75.1%-2.5pp | 82.5%-9.9pp | 69.5%+3.1pp |
| Annual return | 17.57% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,148 | $3,114-31.0% | $4,735-54.6% | $2,440-12.0% |
| Participant deferral / active EE | $5,988 | $5,418+10.5% | $6,709-10.7% | $3,607+66.0% |
| Admin fee / account holder | $54 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |