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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $12,473 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $7,118 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 49 · EIN 51-0120742 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 49 · EIN 36-4517541 | Other Services | $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 | $116,113 | $56,629+105.0% | $77,999+48.9% | $55,167+110.5% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.9pp | 69.0%+13.4pp |
| Annual return | 6.23% | 2866.98%-2860.8pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $750 | $1,723-56.5% | $2,470-69.7% | $1,963-61.8% |
| Participant deferral / active EE | $4,985 | $2,777+79.5% | $3,497+42.6% | $3,054+63.2% |
| Admin fee / account holder | $187 | $467-59.9% | $5,480-96.6% | $504-62.8% |