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 INC2 years Filed as: UBS PRIVATE WEALTH MANAGEMENT Service code 28 2000 AVENUE OF THE STARS 7TH FL · LOS ANGELES, CA 90067 | Investment Management | $14,706 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $7,062 |
MATRIX TRUST COMPANY2 years Service code 18 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
US BANK2 years Service code 62 | Float revenue | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,670 | $73,102+63.7% | $123,544-3.1% | $56,287+112.6% |
| Participation rate | 39.2% | 74.3%-35.1pp | 82.3%-43.1pp | 69.9%-30.7pp |
| Annual return | -4.06% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $16 | $2,977-99.5% | $4,628-99.6% | $2,111-99.2% |
| Participant deferral / active EE | $6,759 | $5,423+24.6% | $6,426+5.2% | $3,350+101.8% |
| Admin fee / account holder | $220 | $554-60.3% | $9,284-97.6% | $521-57.8% |