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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $97,074 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $51,487 |
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 | $67,400 | $88,122-23.5% | $141,162-52.3% | $67,579-0.3% |
| Participation rate | 92.4% | 76.5%+16.0pp | 82.5%+10.0pp | 71.3%+21.2pp |
| Annual return | 23.72% | 75.40%-51.7pp | 71.39%-47.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $708 | $3,224-78.0% | $4,735-85.0% | $2,148-67.0% |
| Participant deferral / active EE | $4,587 | $5,958-23.0% | $6,709-31.6% | $3,539+29.6% |
| Admin fee / account holder | $234 | $131+79.1% | $10,261-97.7% | $142+64.8% |