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) | $33,268 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,030 |
BONADIO & CO., LLP1+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $7,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,386 | $62,324-38.4% | $68,509-44.0% | $55,191-30.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -1.55% | 4.26%-5.8pp | 8.27%-9.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $202 | $2,223-90.9% | $2,278-91.2% | $1,899-89.4% |
| Participant deferral / active EE | $3,119 | $3,425-8.9% | $3,382-7.8% | $3,046+2.4% |
| Admin fee / account holder | $122 | $91+33.3% | $5,275-97.7% | $91+34.2% |