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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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 | $95,399 | $89,652+6.4% | $141,162-32.4% | $65,185+46.4% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.5%+15.3pp | 70.2%+27.6pp |
| Annual return | 23.89% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,803 | $3,065-8.5% | $4,735-40.8% | $2,177+28.8% |
| Participant deferral / active EE | $8,994 | $5,691+58.0% | $6,709+34.1% | $3,514+156.0% |
| Admin fee / account holder | $141 | $569-75.3% | $10,261-98.6% | $847-83.4% |