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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $131,920 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,781 | $66,302+85.2% | $110,238+11.4% | $56,287+118.1% |
| Participation rate | 98.5% | 74.9%+23.5pp | 79.8%+18.6pp | 69.9%+28.6pp |
| Annual return | -5.75% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $8,270 | $2,047+304.0% | $3,826+116.1% | $2,111+291.8% |
| Participant deferral / active EE | $7,515 | $3,381+122.2% | $4,672+60.8% | $3,350+124.3% |
| Admin fee / account holder | $750 | $698+7.4% | $8,547-91.2% | $521+43.9% |