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) | $93,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,875 |
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 | $57,449 | $63,905-10.1% | $74,183-22.6% | $57,658-0.4% |
| Participation rate | 97.7% | 79.8%+17.9pp | 76.6%+21.1pp | 70.2%+27.5pp |
| Annual return | 7.94% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,881 | $1,840+56.5% | $2,370+21.6% | $1,974+46.0% |
| Participant deferral / active EE | $4,123 | $3,448+19.6% | $3,550+16.1% | $3,061+34.7% |
| Admin fee / account holder | $114 | $91+25.5% | $5,586-98.0% | $95+20.9% |