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 |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 99 · EIN 13-2638166 | Other Fees | $45,660 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $33,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,814 | $54,701-19.9% | $86,188-49.2% | $71,457-38.7% |
| Participation rate | 61.4% | 60.1%+1.3pp | 69.0%-7.5pp | 67.9%-6.5pp |
| Annual return | 16.91% | 20.06%-3.2pp | 1168.45%-1151.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,708 | $3,108-12.9% | $3,985-32.1% | $4,289-36.9% |
| Admin fee / account holder | $268 | $1,922-86.0% | $6,852-96.1% | $1,587-83.1% |