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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $139,432 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $40,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,209 | $46,292-28.3% | $143,757-76.9% | $64,808-48.8% |
| Participation rate | 69.5% | 64.2%+5.3pp | 80.3%-10.8pp | 71.5%-2.0pp |
| Annual return | -15.71% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,525 | $1,910-20.1% | $4,951-69.2% | $2,506-39.1% |
| Participant deferral / active EE | $1,830 | $2,646-30.8% | $5,637-67.5% | $4,310-57.6% |
| Admin fee / account holder | $196 | $154+27.5% | $14,673-98.7% | $188+4.4% |