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 35 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46801 | Employee (plan sponsor) | $39,496 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 75-280 HIGHWAY 111 STE 100 · INDIAN WELLS, CA 92210 | Contract Administrator | $26,110 |
THE ROSE FINANCIAL GROUP LLC3 years Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 6602 E 75TH ST STE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $2,340 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,399 | $65,557-4.8% | $105,738-41.0% | $56,287+10.9% |
| Participation rate | 73.3% | 63.4%+9.9pp | 76.3%-3.0pp | 69.9%+3.5pp |
| Annual return | -4.50% | -1.32%-3.2pp | 6.27%-10.8pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,949 | $1,788+120.9% | $3,268+20.8% | $2,111+87.1% |
| Participant deferral / active EE | $4,000 | $2,418+65.4% | $4,080-2.0% | $3,350+19.4% |
| Admin fee / account holder | $261 | $561-53.4% | $6,913-96.2% | $521-49.8% |