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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 15 315 DEADERICK STREET · NASHVILLE, FL 37238 | Recordkeeping | $14,213 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,033 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,478 | $49,138-17.6% | $84,015-51.8% | $65,185-37.9% |
| Participation rate | 91.8% | 60.7%+31.0pp | 69.0%+22.8pp | 70.2%+21.6pp |
| Annual return | 21.81% | 23.00%-1.2pp | 71.31%-49.5pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,754 | $914+92.0% | $1,983-11.6% | $2,177-19.4% |
| Participant deferral / active EE | $2,864 | $2,397+19.5% | $3,239-11.6% | $3,514-18.5% |
| Admin fee / account holder | $130 | $543-76.1% | $6,101-97.9% | $847-84.7% |