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 37 · EIN 04-2647786 | Loan Processing | $30,600 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,873 |
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 | $98,904 | $59,535+66.1% | $90,160+9.7% | $62,292+58.8% |
| Participation rate | 92.1% | 73.0%+19.1pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 17.17% | 23.53%-6.4pp | 34.88%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,681 | $1,826+46.9% | $3,318-19.2% | $2,042+31.3% |
| Participant deferral / active EE | $8,516 | $4,639+83.6% | $5,288+61.1% | $3,169+168.7% |
| Admin fee / account holder | $65 | $337-80.7% | $5,943-98.9% | $479-86.4% |