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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,119 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES,INC. Service code 27 · EIN 26-2235829 | Advisory (Plan) | $8,455 |
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 | $18,546 | $31,109-40.4% | $67,711-72.6% | $52,331-64.6% |
| Participation rate | 83.7% | 54.0%+29.8pp | 67.5%+16.2pp | 68.1%+15.6pp |
| Annual return | 2.86% | 23.70%-20.8pp | 25.41%-22.6pp | 4.54%-1.7pp |
| Employer contribution / active EE | $257 | $1,076-76.1% | $2,559-90.0% | $1,882-86.4% |
| Participant deferral / active EE | $1,954 | $1,970-0.8% | $3,585-45.5% | $3,022-35.3% |
| Admin fee / account holder | $84 | $466-81.9% | $4,255-98.0% | $592-85.7% |