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 INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,905 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,950 |
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 | $51,005 | $50,898+0.2% | $171,082-70.2% | $55,167-7.5% |
| Participation rate | 93.1% | 63.3%+29.8pp | 76.7%+16.4pp | 69.0%+24.1pp |
| Annual return | 11.56% | 15.34%-3.8pp | 32.56%-21.0pp | 169.23%-157.7pp |
| Employer contribution / active EE | $2,308 | $1,433+61.0% | $4,002-42.3% | $1,963+17.6% |
| Participant deferral / active EE | $4,094 | $2,994+36.7% | $4,797-14.7% | $3,054+34.0% |
| Admin fee / account holder | $99 | $500-80.2% | $8,520-98.8% | $504-80.3% |