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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $12,251 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,399 | $42,548+18.5% | $74,550-32.4% | $56,287-10.5% |
| Participation rate | 47.4% | 60.5%-13.1pp | 69.1%-21.7pp | 69.9%-22.4pp |
| Annual return | -5.40% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,080 | $855+26.3% | $1,961-44.9% | $2,111-48.8% |
| Participant deferral / active EE | $2,460 | $2,277+8.0% | $3,108-20.9% | $3,350-26.6% |
| Admin fee / account holder | $130 | $467-72.2% | $5,060-97.4% | $521-75.1% |