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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 19 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Securities Custodian | $37,876 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 27 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Plan) | $27,447 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | 1.69% | 2.81%-1.1pp | -2.52%+4.2pp | 2.81%-1.1pp |
| Employer contribution / active EE | $2,615 | $16,358-84.0% | $109,954-97.6% | $16,358-84.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |