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 INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,541 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $16,660 |
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 | $38,031 | $70,002-45.7% | $115,037-66.9% | $52,331-27.3% |
| Participation rate | 93.7% | 72.1%+21.6pp | 81.4%+12.3pp | 68.1%+25.6pp |
| Annual return | 3.73% | 4.04%-0.3pp | 26.14%-22.4pp | 4.54%-0.8pp |
| Employer contribution / active EE | $854 | $2,715-68.5% | $4,608-81.5% | $1,882-54.6% |
| Participant deferral / active EE | $5,570 | $4,920+13.2% | $6,026-7.6% | $3,022+84.3% |
| Admin fee / account holder | $144 | $566-74.5% | $8,175-98.2% | $592-75.6% |