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 PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $4,670 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $2,689 |
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 | $3,443 | $22,714-84.8% | $59,496-94.2% | $55,191-93.8% |
| Participation rate | 87.7% | 37.5%+50.2pp | 54.6%+33.1pp | 69.2%+18.5pp |
| Annual return | -1.10% | -44.01%+42.9pp | 182.05%-183.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $108 | $418-74.1% | $1,153-90.6% | $1,899-94.3% |
| Participant deferral / active EE | $521 | $843-38.2% | $1,829-71.5% | $3,046-82.9% |
| Admin fee / account holder | $18 | $83-78.1% | $2,232-99.2% | $91-79.9% |