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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $61,887 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,876 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $39,073 | $54,320-28.1% | $67,652-42.2% | $52,331-25.3% |
| Participation rate | 94.8% | 73.6%+21.2pp | 75.7%+19.1pp | 68.1%+26.7pp |
| Annual return | 1.21% | 6.81%-5.6pp | 6625.04%-6623.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $971 | $1,544-37.1% | $2,266-57.1% | $1,882-48.4% |
| Participant deferral / active EE | $3,890 | $2,950+31.8% | $3,560+9.3% | $3,022+28.7% |
| Admin fee / account holder | $112 | $527-78.7% | $4,821-97.7% | $592-81.0% |