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 | Contract Administrator | $44,615 |
Filed as: USB FINANCIAL SERVICES INC Service code 27 | Advisory (Plan) | $10,493 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 | Other Services | $5,702 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $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 | $46,590 | $86,332-46.0% | $125,175-62.8% | $65,185-28.5% |
| Participation rate | 85.5% | 75.3%+10.2pp | 79.8%+5.8pp | 70.2%+15.3pp |
| Annual return | 19.53% | 27.43%-7.9pp | 43.79%-24.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,365 | $2,040-33.1% | $3,865-64.7% | $2,177-37.3% |
| Participant deferral / active EE | $3,162 | $3,537-10.6% | $4,937-36.0% | $3,514-10.0% |
| Admin fee / account holder | $277 | $609-54.5% | $9,702-97.1% | $847-67.3% |