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) | $14,674 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 51-0099033 | Securities Custodian | $9,009 |
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 | $4,556 | $54,237-91.6% | $90,281-95.0% | $67,579-93.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 18.69% | 37.27%-18.6pp | 78.10%-59.4pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,180 | $1,846-36.1% | $2,854-58.7% | $2,148-45.1% |
| Participant deferral / active EE | $1,029 | $2,625-60.8% | $3,885-73.5% | $3,539-70.9% |
| Admin fee / account holder | $12 | $123-90.2% | $5,351-99.8% | $142-91.5% |