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 | $72,637 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,499 |
DAVIE KAPLAN9+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $15,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,031 | $91,372-6.9% | $129,995-34.6% | $74,419+14.3% |
| Participation rate | 92.0% | 77.8%+14.2pp | 78.5%+13.5pp | 70.7%+21.2pp |
| Annual return | 13.93% | 23.21%-9.3pp | -137.18%+151.1pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,675 | $2,563-34.7% | $4,320-61.2% | $2,637-36.5% |
| Participant deferral / active EE | $5,235 | $4,721+10.9% | $5,820-10.0% | $4,528+15.6% |
| Admin fee / account holder | $200 | $283-29.4% | $10,614-98.1% | $348-42.5% |