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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,253 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $13,562 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $3,001 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,438 | $63,346-15.6% | $92,233-42.1% | $70,131-23.8% |
| Participation rate | 87.8% | 68.7%+19.1pp | 76.5%+11.3pp | 69.5%+18.2pp |
| Annual return | 12.77% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,920 | $2,471-22.3% | $3,679-47.8% | $2,342-18.0% |
| Participant deferral / active EE | $3,241 | $2,854+13.6% | $3,897-16.8% | $3,332-2.7% |
| Admin fee / account holder | $297 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |