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 INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,997 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,296 | $54,573+10.5% | $90,951-33.7% | $73,488-18.0% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-12.0pp | 70.7%-13.6pp |
| Annual return | 0.44% | 16.69%-16.3pp | 134.60%-134.2pp | 28.51%-28.1pp |
| Employer contribution / active EE | $1,605 | $991+61.9% | $2,122-24.4% | $2,270-29.3% |
| Participant deferral / active EE | $3,483 | $2,517+38.4% | $3,373+3.3% | $3,740-6.9% |
| Admin fee / account holder | $142 | $521-72.8% | $5,959-97.6% | $513-72.4% |