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 15 315 DEADERICK STREET · NASHVILLE, FL 37238 | Recordkeeping | $21,290 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,050 |
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 | $52,446 | $54,573-3.9% | $90,951-42.3% | $73,488-28.6% |
| Participation rate | 91.4% | 61.2%+30.2pp | 69.0%+22.4pp | 70.7%+20.7pp |
| Annual return | 17.47% | 16.69%+0.8pp | 134.60%-117.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,173 | $991+119.2% | $2,122+2.4% | $2,270-4.3% |
| Participant deferral / active EE | $3,253 | $2,517+29.2% | $3,373-3.6% | $3,740-13.0% |
| Admin fee / account holder | $160 | $521-69.3% | $5,959-97.3% | $513-68.8% |