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 INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,323 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $8,953 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,155 |
INTAC ACTUARIAL SERVICES5+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $550 |
FRIEDMAN & ANSPACH5+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $0 |
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 | $51,553 | $55,706-7.5% | $75,886-32.1% | $72,985-29.4% |
| Participation rate | 98.9% | 61.1%+37.8pp | 69.3%+29.6pp | 69.5%+29.4pp |
| Annual return | 14.61% | 27.59%-13.0pp | 30.76%-16.1pp | 81.00%-66.4pp |
| Employer contribution / active EE | $3,996 | $1,687+136.9% | $2,500+59.8% | $2,440+63.8% |
| Participant deferral / active EE | $2,376 | $2,634-9.8% | $3,603-34.1% | $3,607-34.1% |
| Admin fee / account holder | $284 | $3,978-92.9% | $5,418-94.8% | $5,124-94.4% |