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 42-0127290 | Contract Administrator | $57,644 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $30,090 |
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 | $65,829 | $89,652-26.6% | $141,162-53.4% | $65,185+1.0% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.5%-2.2pp | 70.2%+10.1pp |
| Annual return | 77.14% | 32.79%+44.3pp | 71.39%+5.7pp | 29.38%+47.8pp |
| Employer contribution / active EE | $1,431 | $3,065-53.3% | $4,735-69.8% | $2,177-34.3% |
| Participant deferral / active EE | $6,020 | $5,691+5.8% | $6,709-10.3% | $3,514+71.3% |
| Admin fee / account holder | $231 | $569-59.4% | $10,261-97.8% | $847-72.8% |