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 26 · EIN 13-2638166 601 - 108TH AVE NE, SUITE 2000 · BELLEVUE, WA 98004 | Advisory (Participants) | $48,310 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $10,012 |
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $3,830 |
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 | $94,658 | $58,101+62.9% | $118,925-20.4% | $73,409+28.9% |
| Participation rate | 47.5% | 56.1%-8.7pp | 75.4%-27.9pp | 72.2%-24.7pp |
| Annual return | 15.86% | 20.56%-4.7pp | 35.88%-20.0pp | 59.29%-43.4pp |
| Employer contribution / active EE | $569 | $1,445-60.7% | $3,263-82.6% | $2,234-74.5% |
| Participant deferral / active EE | $1,954 | $2,400-18.6% | $4,265-54.2% | $3,805-48.7% |
| Admin fee / account holder | $190 | $138+37.6% | $6,581-97.1% | $158+20.4% |