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: UNITED PLANNERS' FINANCIAL SERVICES Service code 27 CHARLIE AUBERTIN · SCOTTSDALE, AZ 85261 | Advisory (Plan) | $11,123 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 51-0099033 | Securities Custodian | $8,179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,656 | $43,999-89.4% | $79,464-94.1% | $55,725-91.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -4.67% | 1.81%-6.5pp | 718.14%-722.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,216 | $1,830-33.5% | $2,800-56.6% | $2,078-41.5% |
| Participant deferral / active EE | $925 | $2,538-63.6% | $3,704-75.0% | $3,356-72.4% |
| Admin fee / account holder | $11 | $118-90.7% | $5,113-99.8% | $115-90.5% |