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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,902 |
Service code 49 · EIN 04-1590850 | Other Services | $28,252 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
RIDGEWORTH2 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $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 | $116,511 | $60,795+91.6% | $69,455+67.7% | $65,185+78.7% |
| Participation rate | 75.9% | 74.9%+1.0pp | 74.6%+1.3pp | 70.2%+5.7pp |
| Annual return | 12.81% | 17.46%-4.6pp | 28.97%-16.2pp | 29.38%-16.6pp |
| Employer contribution / active EE | $770 | $2,452-68.6% | $2,779-72.3% | $2,177-64.6% |
| Participant deferral / active EE | $3,625 | $3,162+14.6% | $3,535+2.5% | $3,514+3.2% |
| Admin fee / account holder | $230 | $314-26.8% | $3,839-94.0% | $847-72.9% |