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 INC7 years Service code 99 · EIN 13-2638166 | Other Fees | $34,164 |
ASCENSUS LLC2 years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $6,585 |
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 | $46,466 | $57,831-19.7% | $82,389-43.6% | $85,563-45.7% |
| Participation rate | 97.2% | 55.0%+42.2pp | 69.5%+27.7pp | 66.0%+31.3pp |
| Annual return | 14.64% | 17.86%-3.2pp | 28.67%-14.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,112 | $1,643-32.3% | $2,517-55.8% | $2,654-58.1% |
| Participant deferral / active EE | $2,404 | $3,118-22.9% | $4,155-42.1% | $4,375-45.0% |
| Admin fee / account holder | $69 | $1,391-95.1% | $7,231-99.0% | $834-91.7% |