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 INC4 years Service code 55 · EIN 13-2638166 | Other Commissions | $10,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,394 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,526 | $65,322-36.4% | $70,449-41.1% | $73,488-43.5% |
| Participation rate | 84.3% | 77.0%+7.4pp | 75.1%+9.3pp | 70.7%+13.7pp |
| Annual return | 13.50% | 15.71%-2.2pp | 109.03%-95.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,673 | $3,375-50.4% | $3,709-54.9% | $3,740-55.3% |
| Admin fee / account holder | $11 | $214-94.8% | $3,845-99.7% | $513-97.8% |