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 | $825 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,951 | $30,732-61.1% | $59,496-79.9% | $59,632-80.0% |
| Participation rate | 59.8% | 43.2%+16.6pp | 54.6%+5.2pp | 68.7%-8.9pp |
| Annual return | 0.89% | 4.47%-3.6pp | 182.05%-181.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $290 | $631-54.0% | $1,153-74.8% | $2,203-86.8% |
| Participant deferral / active EE | $923 | $1,183-22.0% | $1,829-49.5% | $3,192-71.1% |
| Admin fee / account holder | $10 | $2,136-99.5% | $2,232-99.5% | $4,297-99.8% |