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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,826 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,433 |
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 | $45,899 | $59,186-22.4% | $76,768-40.2% | $56,287-18.5% |
| Participation rate | 72.6% | 75.2%-2.6pp | 77.0%-4.4pp | 69.9%+2.7pp |
| Annual return | -6.49% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $865 | $1,759-50.8% | $2,485-65.2% | $2,111-59.0% |
| Participant deferral / active EE | $4,068 | $3,255+25.0% | $3,852+5.6% | $3,350+21.4% |
| Admin fee / account holder | $144 | $489-70.6% | $6,675-97.8% | $521-72.4% |