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 8-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 13-3689044 | Recordkeeping | $20,560 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $10,671 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,030 | $70,908-53.4% | $98,907-66.6% | $73,488-55.1% |
| Participation rate | 65.7% | 73.8%-8.1pp | 76.0%-10.4pp | 70.7%-5.0pp |
| Annual return | 12.52% | 34.17%-21.6pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $392 | $2,036-80.7% | $2,689-85.4% | $2,270-82.7% |
| Participant deferral / active EE | $2,088 | $3,500-40.3% | $4,244-50.8% | $3,740-44.2% |
| Admin fee / account holder | $207 | $535-61.3% | $6,642-96.9% | $513-59.6% |