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 9-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 INC5 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $60,057 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $97,001 | $46,292+109.5% | $143,757-32.5% | $64,808+49.7% |
| Participation rate | 65.1% | 64.2%+0.8pp | 80.3%-15.3pp | 71.5%-6.4pp |
| Annual return | -13.99% | -10.05%-3.9pp | -0.04%-14.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $4,142 | $1,910+116.9% | $4,951-16.3% | $2,506+65.3% |
| Participant deferral / active EE | $4,710 | $2,646+78.0% | $5,637-16.5% | $4,310+9.3% |
| Admin fee / account holder | $199 | $154+29.7% | $14,673-98.6% | $188+6.2% |