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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,145 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,482 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $61,380 | $59,186+3.7% | $76,768-20.0% | $56,287+9.0% |
| Participation rate | 96.4% | 75.2%+21.2pp | 77.0%+19.5pp | 69.9%+26.6pp |
| Annual return | -4.57% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,122 | $1,759-36.2% | $2,485-54.8% | $2,111-46.8% |
| Participant deferral / active EE | $5,196 | $3,255+59.6% | $3,852+34.9% | $3,350+55.1% |
| Admin fee / account holder | $177 | $489-63.8% | $6,675-97.4% | $521-66.1% |