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 INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,672 | $41,467+46.3% | $67,313-9.9% | $55,725+8.9% |
| Participation rate | 38.1% | 62.5%-24.4pp | 69.1%-31.0pp | 70.9%-32.7pp |
| Annual return | -6.14% | 0.82%-7.0pp | -4.08%-2.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,341 | $2,399-2.4% | $3,568-34.4% | $3,356-30.2% |
| Admin fee / account holder | $176 | $102+72.8% | $4,507-96.1% | $115+53.1% |