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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $37,978 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,718 |
Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,303 |
NORTHEAST BENEFIT SERVICES, INC.3+ years Service code 16 · EIN 16-1191551 | Consulting | $12,218 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $51,690 | $69,305-25.4% | $82,313-37.2% | $69,631-25.8% |
| Participation rate | 85.9% | 80.3%+5.6pp | 76.9%+9.0pp | 70.7%+15.2pp |
| Annual return | 13.23% | 21.47%-8.2pp | 25.88%-12.6pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $410 | $1,887-78.2% | $2,428-83.1% | $2,032-79.8% |
| Participant deferral / active EE | $1,944 | $3,568-45.5% | $3,706-47.5% | $3,224-39.7% |
| Admin fee / account holder | $282 | $97+190.6% | $5,608-95.0% | $110+155.8% |