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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,083 |
UNTRACHT EARLY LLC5+ years Service code 10 · EIN 22-3754856 | Accounting | $17,625 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,015 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,819 | $69,159+79.0% | $125,175-1.1% | $67,579+83.2% |
| Participation rate | 94.5% | 78.2%+16.3pp | 79.8%+14.7pp | 71.3%+23.2pp |
| Annual return | 13.77% | 27.12%-13.3pp | 43.79%-30.0pp | 378.56%-364.8pp |
| Employer contribution / active EE | $2,640 | $2,023+30.5% | $3,865-31.7% | $2,148+22.9% |
| Participant deferral / active EE | $5,249 | $3,700+41.9% | $4,937+6.3% | $3,539+48.3% |
| Admin fee / account holder | $39 | $142-72.5% | $9,702-99.6% | $142-72.6% |