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 15 · EIN 13-3689044 | Recordkeeping | $31,797 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $22,710 |
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 | $29,495 | $65,118-54.7% | $76,768-61.6% | $55,725-47.1% |
| Participation rate | 75.9% | 79.6%-3.7pp | 77.0%-1.0pp | 70.9%+5.1pp |
| Annual return | -2.95% | -1.27%-1.7pp | 2.43%-5.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,584 | $1,941-18.4% | $2,485-36.3% | $2,078-23.8% |
| Participant deferral / active EE | $3,059 | $3,688-17.1% | $3,852-20.6% | $3,356-8.9% |
| Admin fee / account holder | $179 | $116+54.7% | $6,675-97.3% | $115+55.7% |