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) | $13,022 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 51-0099033 | Securities Custodian | $10,471 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,636 | $47,722-90.3% | $82,719-94.4% | $64,808-92.8% |
| Participation rate | 98.2% | 67.6%+30.5pp | 72.6%+25.6pp | 71.5%+26.7pp |
| Annual return | -13.96% | -13.05%-0.9pp | 701.18%-715.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,468 | $2,179-32.6% | $3,009-51.2% | $2,506-41.4% |
| Participant deferral / active EE | $1,173 | $3,329-64.8% | $4,395-73.3% | $4,310-72.8% |
| Admin fee / account holder | $9 | $143-93.8% | $5,329-99.8% | $188-95.3% |