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) | $76,876 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,107 |
KREISCHER MILLER1+ years Filed as: KREISCHER, MILLER & CO. Service code 49 · EIN 23-1980475 | Other Services | $16,200 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $72,960 | $74,024-1.4% | $77,999-6.5% | $57,658+26.5% |
| Participation rate | 99.4% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 5.87% | 12.14%-6.3pp | 425.96%-420.1pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,240 | $2,365-47.6% | $2,470-49.8% | $1,974-37.2% |
| Participant deferral / active EE | $4,278 | $3,533+21.1% | $3,497+22.3% | $3,061+39.8% |
| Admin fee / account holder | $176 | $93+88.9% | $5,480-96.8% | $95+86.3% |