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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,672 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $26,109 | $40,278-35.2% | $80,569-67.6% | $80,160-67.4% |
| Participation rate | 10.0% | 47.5%-37.5pp | 67.0%-57.0pp | 72.9%-62.9pp |
| Annual return | 16.62% | 50.86%-34.2pp | 935.43%-918.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $193 | $1,332-85.5% | $2,723-92.9% | $2,978-93.5% |
| Participant deferral / active EE | $435 | $2,696-83.9% | $4,447-90.2% | $5,017-91.3% |
| Admin fee / account holder | $59 | $210-71.9% | $5,377-98.9% | $145-59.3% |