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 | $23,880 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $9,461 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,950 | $72,607-50.5% | $90,749-60.4% | $66,914-46.3% |
| Participation rate | 49.1% | 73.7%-24.6pp | 75.7%-26.6pp | 69.8%-20.7pp |
| Annual return | -15.97% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $312 | $2,369-86.8% | $2,921-89.3% | $2,544-87.7% |
| Participant deferral / active EE | $1,871 | $3,977-52.9% | $4,564-59.0% | $4,237-55.8% |
| Admin fee / account holder | $264 | $707-62.7% | $8,445-96.9% | $593-55.5% |