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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $7,131 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $2,105 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,204 | $57,108-61.1% | $94,224-76.4% | $52,331-57.6% |
| Participation rate | 72.7% | 72.9%-0.3pp | 78.8%-6.1pp | 68.1%+4.6pp |
| Annual return | -0.95% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $467 | $1,735-73.1% | $3,587-87.0% | $1,882-75.2% |
| Participant deferral / active EE | $1,210 | $3,040-60.2% | $4,320-72.0% | $3,022-60.0% |
| Admin fee / account holder | $86 | $546-84.4% | $6,269-98.6% | $592-85.5% |