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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,150 |
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $5,757 |
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 | $34,298 | $31,424+9.1% | $81,478-57.9% | $69,631-50.7% |
| Participation rate | 86.9% | 50.8%+36.0pp | 68.0%+18.9pp | 70.7%+16.2pp |
| Annual return | 17.21% | 22.44%-5.2pp | 38.78%-21.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,036 | $1,029+97.8% | $2,568-20.7% | $2,032+0.2% |
| Participant deferral / active EE | $3,734 | $1,838+103.1% | $3,537+5.6% | $3,224+15.8% |
| Admin fee / account holder | $15 | $103-85.6% | $4,561-99.7% | $110-86.6% |