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 | $3,540 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $560 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,289 | $45,283-77.3% | $155,790-93.4% | $52,331-80.3% |
| Participation rate | 97.0% | 62.2%+34.8pp | 76.1%+20.9pp | 68.1%+28.9pp |
| Annual return | -1.51% | 1.80%-3.3pp | 71.54%-73.1pp | 4.54%-6.1pp |
| Employer contribution / active EE | $201 | $1,329-84.9% | $3,836-94.8% | $1,882-89.3% |
| Participant deferral / active EE | $983 | $2,854-65.6% | $4,797-79.5% | $3,022-67.5% |
| Admin fee / account holder | $24 | $981-97.5% | $7,478-99.7% | $592-95.9% |