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 13 · EIN 42-0127290 P.O. BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $40,877 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 | Other Services | $13,911 |
Service code 49 · EIN 51-0120742 | Other Services | $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 | $44,480 | $66,302-32.9% | $110,238-59.7% | $56,287-21.0% |
| Participation rate | 81.4% | 74.9%+6.4pp | 79.8%+1.5pp | 69.9%+11.5pp |
| Annual return | -6.32% | -1.18%-5.1pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,234 | $2,047-39.7% | $3,826-67.7% | $2,111-41.5% |
| Participant deferral / active EE | $2,927 | $3,381-13.4% | $4,672-37.4% | $3,350-12.6% |
| Admin fee / account holder | $260 | $698-62.7% | $8,547-97.0% | $521-50.0% |