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 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Sub-transfer agenc... | $39,184 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 500 CAMPUS DR. · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $25,667 |
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 | $55,627 | $46,732+19.0% | $156,549-64.5% | $55,167+0.8% |
| Participation rate | 97.4% | 65.8%+31.6pp | 84.0%+13.4pp | 69.0%+28.4pp |
| Annual return | 7.14% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,830 | $2,105+176.9% | $5,501+6.0% | $1,963+197.1% |
| Participant deferral / active EE | $4,129 | $2,204+87.3% | $4,871-15.2% | $3,054+35.2% |
| Admin fee / account holder | $100 | $418-76.0% | $13,027-99.2% | $504-80.1% |