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 6-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 INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,763 |
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 | $113,154 | $73,404+54.2% | $87,100+29.9% | $67,579+67.4% |
| Participation rate | 72.1% | 80.9%-8.8pp | 76.9%-4.8pp | 71.3%+0.8pp |
| Annual return | 17.17% | 48.29%-31.1pp | 28.19%-11.0pp | 378.56%-361.4pp |
| Employer contribution / active EE | $3,888 | $2,014+93.0% | $2,521+54.2% | $2,148+81.0% |
| Participant deferral / active EE | $6,948 | $3,913+77.6% | $4,049+71.6% | $3,539+96.3% |
| Admin fee / account holder | $159 | $142+12.5% | $7,497-97.9% | $142+11.9% |