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, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,990 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $8,052 |
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $2,549 |
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 | $50,240 | $52,681-4.6% | $75,781-33.7% | $59,632-15.8% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.8%-2.7pp | 68.7%+4.4pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,687 | $2,193-23.1% | $3,323-49.2% | $2,203-23.4% |
| Participant deferral / active EE | $2,903 | $2,591+12.1% | $3,651-20.5% | $3,192-9.0% |
| Admin fee / account holder | $128 | $3,610-96.5% | $5,299-97.6% | $4,297-97.0% |