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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,948 |
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 | $106,607 | $99,957+6.7% | $149,696-28.8% | $73,488+45.1% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 13.76% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,094 | $3,191+28.3% | $4,644-11.9% | $2,270+80.3% |
| Participant deferral / active EE | $10,920 | $6,073+79.8% | $6,842+59.6% | $3,740+192.0% |
| Admin fee / account holder | $229 | $551-58.5% | $9,309-97.5% | $513-55.4% |