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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $122,011 |
LILLING & COMPANY LLP4+ years Service code 10 · EIN 13-3447681 | Accounting | $13,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,152 |
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 | $77,609 | $88,122-11.9% | $141,162-45.0% | $67,579+14.8% |
| Participation rate | 93.8% | 76.5%+17.3pp | 82.5%+11.3pp | 71.3%+22.5pp |
| Annual return | 26.77% | 75.40%-48.6pp | 71.39%-44.6pp | 378.56%-351.8pp |
| Employer contribution / active EE | $969 | $3,224-69.9% | $4,735-79.5% | $2,148-54.9% |
| Participant deferral / active EE | $9,138 | $5,958+53.4% | $6,709+36.2% | $3,539+158.2% |
| Admin fee / account holder | $60 | $131-54.0% | $10,261-99.4% | $142-57.7% |