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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $97,430 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,762 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $79,463 | $65,223+21.8% | $80,019-0.7% | $55,725+42.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -3.28% | 7.59%-10.9pp | 11.22%-14.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,563 | $2,544-38.6% | $2,468-36.7% | $2,078-24.8% |
| Participant deferral / active EE | $4,661 | $3,881+20.1% | $3,686+26.5% | $3,356+38.9% |
| Admin fee / account holder | $246 | $114+115.3% | $6,521-96.2% | $115+113.5% |