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 27 · EIN 26-2235829 | Advisory (Plan) | $23,193 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,882 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,464 | $52,884-38.6% | $84,750-61.7% | $55,167-41.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.78% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.4pp |
| Employer contribution / active EE | $5,785 | $2,233+159.0% | $3,574+61.8% | $1,963+194.7% |
| Participant deferral / active EE | $4,259 | $2,644+61.1% | $3,712+14.7% | $3,054+39.4% |
| Admin fee / account holder | $212 | $581-63.5% | $5,332-96.0% | $504-58.0% |