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 21 · EIN 16-1503696 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 15 · EIN 66-0532499 | Recordkeeping | $0 |
Annual investment return 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.
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 | $11,027 | $38,925-71.7% | $73,843-85.1% | $55,191-80.0% |
| Participation rate | 85.8% | 66.0%+19.7pp | 73.4%+12.3pp | 69.2%+16.6pp |
| Annual return | -1.36% | 6.31%-7.7pp | 2267.84%-2269.2pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,453 | $1,695-14.2% | $2,787-47.9% | $1,899-23.5% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |