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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $126,462 |
CHARLES SCHWAB & CO., INC.2 years 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 | $148,369 | $86,332+71.9% | $125,175+18.5% | $65,185+127.6% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.5pp | 70.2%+29.0pp |
| Annual return | 22.89% | 27.43%-4.5pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $7,151 | $2,040+250.6% | $3,865+85.0% | $2,177+228.6% |
| Participant deferral / active EE | $8,074 | $3,537+128.3% | $4,937+63.6% | $3,514+129.8% |
| Admin fee / account holder | $1,349 | $609+121.4% | $9,702-86.1% | $847+59.2% |