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 | $41,357 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $29,322 |
Service code 16 · EIN 04-2675571 | Consulting | $15,969 |
PRIAC1 year Service code 49 · EIN 06-1050034 | Other Services | $437 |
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 | $60,413 | $79,519-24.0% | $95,952-37.0% | $73,409-17.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 12.51% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $932 | $2,048-54.5% | $2,541-63.3% | $2,234-58.3% |
| Participant deferral / active EE | $3,944 | $4,138-4.7% | $4,167-5.4% | $3,805+3.6% |
| Admin fee / account holder | $264 | $184+43.3% | $6,795-96.1% | $158+67.3% |