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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES Service code 99 · EIN 22-2000222 | Other Fees | $128,830 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $25,599 |
MORNINGSTAR2 years Service code 26 | Advisory (Participants) | $2,327 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,414 | $54,121-66.0% | $134,143-86.3% | $73,409-74.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 15.42% | -312.52%+327.9pp | 36.33%-20.9pp | 59.29%-43.9pp |
| Employer contribution / active EE | $625 | $1,402-55.5% | $3,704-83.1% | $2,234-72.0% |
| Participant deferral / active EE | $347 | $2,844-87.8% | $3,499-90.1% | $3,805-90.9% |
| Admin fee / account holder | $101 | $132-24.0% | $6,684-98.5% | $158-36.3% |