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 INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 | Insurance Commissions | $35,071 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,534 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN CPA'S, PLLC Service code 13 · EIN 20-1416603 | Contract Administrator | $7,808 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
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 | $117,198 | $55,449+111.4% | $83,848+39.8% | $56,287+108.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 6.28% | -1.38%+7.7pp | 850.88%-844.6pp | -9.96%+16.2pp |
| Employer contribution / active EE | $2,578 | $2,430+6.1% | $3,631-29.0% | $2,111+22.1% |
| Participant deferral / active EE | $3,879 | $2,935+32.2% | $4,082-5.0% | $3,350+15.8% |
| Admin fee / account holder | $89 | $656-86.5% | $5,478-98.4% | $521-83.0% |