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 INC4+ years Filed as: UBS TRUST COMPANY OF PR Service code 15 · EIN 66-0532499 | Recordkeeping | $0 |
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 | $7,857 | $43,999-82.1% | $79,464-90.1% | $55,725-85.9% |
| Participation rate | 90.2% | 66.9%+23.3pp | 73.3%+16.9pp | 70.9%+19.4pp |
| Annual return | -2.39% | 1.81%-4.2pp | 718.14%-720.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,503 | $1,830-17.9% | $2,800-46.3% | $2,078-27.7% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |