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 INC4+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $5,064 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,041 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,236 | $47,977-76.6% | $154,107-92.7% | $56,287-80.0% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -7.36% | 3.54%-10.9pp | 735.12%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,149 | $2,169-47.0% | $5,298-78.3% | $2,111-45.6% |
| Participant deferral / active EE | $967 | $2,392-59.5% | $5,081-81.0% | $3,350-71.1% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |