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 | $578 |
UBS FINANCIAL SERVICES INC3+ 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.
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 | $16,873 | $35,183-52.0% | $73,545-77.1% | $70,131-75.9% |
| Participation rate | 65.3% | 42.9%+22.4pp | 54.9%+10.4pp | 69.5%-4.2pp |
| Annual return | 16.10% | 26.90%-10.8pp | -15.16%+31.3pp | 73.14%-57.0pp |
| Employer contribution / active EE | $353 | $709-50.2% | $1,219-71.1% | $2,342-84.9% |
| Participant deferral / active EE | $817 | $1,220-33.1% | $1,806-54.8% | $3,332-75.5% |
| Admin fee / account holder | $8 | $2,302-99.7% | $2,320-99.7% | $4,645-99.8% |