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 INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $28,116 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 26 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Advisory (Participants) | $5,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,587 | $54,517-21.9% | $75,972-43.9% | $74,495-42.8% |
| Participation rate | 96.9% | 60.3%+36.6pp | 69.1%+27.8pp | 67.2%+29.7pp |
| Annual return | 17.69% | 31.82%-14.1pp | 359.55%-341.9pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,191 | $1,777-33.0% | $2,685-55.7% | $2,623-54.6% |
| Participant deferral / active EE | $2,470 | $3,066-19.4% | $4,255-42.0% | $4,346-43.2% |
| Admin fee / account holder | $59 | $2,229-97.4% | $6,467-99.1% | $1,942-97.0% |