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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $88,902 |
POLYCOMP ADMINISTRATIVE SERVICES1+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 17 · EIN 95-2889854 | Pension Consulting | $9,709 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,625 | $36,916-33.3% | $156,549-84.3% | $57,658-57.3% |
| Participation rate | 97.6% | 63.4%+34.1pp | 84.0%+13.5pp | 70.2%+27.3pp |
| Annual return | -2.56% | 12.38%-14.9pp | 32.23%-34.8pp | 5.13%-7.7pp |
| Employer contribution / active EE | $2,775 | $1,571+76.7% | $5,501-49.6% | $1,974+40.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $275 | $82+233.0% | $13,027-97.9% | $95+190.6% |