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 INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $132,435 |
LILLING & COMPANY LLP3+ years Service code 10 · EIN 13-3447681 | Accounting | $13,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,625 |
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 | $59,642 | $75,388-20.9% | $123,544-51.7% | $55,725+7.0% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.3%+13.8pp | 70.9%+25.2pp |
| Annual return | -4.53% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $880 | $3,063-71.3% | $4,628-81.0% | $2,078-57.7% |
| Participant deferral / active EE | $8,086 | $5,651+43.1% | $6,426+25.8% | $3,356+141.0% |
| Admin fee / account holder | $56 | $120-53.2% | $9,284-99.4% | $115-51.4% |