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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,083 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $12,895 |
UNTRACHT EARLY LLC6+ years Service code 10 · EIN 22-3754856 | Accounting | $11,681 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,000 |
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 | $130,594 | $78,419+66.5% | $133,956-2.5% | $73,409+77.9% |
| Participation rate | 95.4% | 78.6%+16.8pp | 79.8%+15.5pp | 72.2%+23.2pp |
| Annual return | 10.99% | 33.35%-22.4pp | 45.09%-34.1pp | 59.29%-48.3pp |
| Employer contribution / active EE | $2,556 | $2,044+25.1% | $3,919-34.8% | $2,234+14.4% |
| Participant deferral / active EE | $4,779 | $3,925+21.8% | $5,048-5.3% | $3,805+25.6% |
| Admin fee / account holder | $25 | $161-84.5% | $8,927-99.7% | $158-84.2% |