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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $70,341 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,059 |
DAVIE KAPLAN8+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,716 | $71,142+6.4% | $119,609-36.7% | $64,808+16.8% |
| Participation rate | 90.6% | 78.6%+12.0pp | 79.3%+11.3pp | 71.5%+19.1pp |
| Annual return | -14.86% | -10.01%-4.8pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,654 | $2,497-33.8% | $4,232-60.9% | $2,506-34.0% |
| Participant deferral / active EE | $4,979 | $4,490+10.9% | $5,602-11.1% | $4,310+15.5% |
| Admin fee / account holder | $180 | $162+11.0% | $10,323-98.3% | $188-4.2% |