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 52 · EIN 35-0145825 | Indirect Investment Fees | $38,287 |
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $24,322 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,024 | $52,953-56.5% | $172,739-86.7% | $65,185-64.7% |
| Participation rate | 89.1% | 66.2%+22.9pp | 82.6%+6.5pp | 70.2%+18.9pp |
| Annual return | 22.08% | 30.12%-8.0pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,797 | $2,190-17.9% | $5,143-65.0% | $2,177-17.4% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |