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 9-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 |
|---|---|---|
Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $16,710 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,021 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,438 | $73,360-70.8% | $177,989-88.0% | $74,495-71.2% |
| Participation rate | 80.2% | 66.6%+13.5pp | 77.1%+3.1pp | 67.2%+13.0pp |
| Annual return | 12.31% | 17.49%-5.2pp | 294.48%-282.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $908 | $2,216-59.0% | $3,949-77.0% | $2,623-65.4% |
| Participant deferral / active EE | $1,414 | $4,513-68.7% | $6,276-77.5% | $4,346-67.5% |
| Admin fee / account holder | $132 | $1,808-92.7% | $10,363-98.7% | $1,942-93.2% |