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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 | $84,127 | $73,102+15.1% | $123,544-31.9% | $56,287+49.5% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.7pp |
| Annual return | -4.90% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,324 | $2,977+11.6% | $4,628-28.2% | $2,111+57.4% |
| Participant deferral / active EE | $8,433 | $5,423+55.5% | $6,426+31.2% | $3,350+151.7% |
| Admin fee / account holder | $148 | $554-73.3% | $9,284-98.4% | $521-71.6% |