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 INC3+ years Service code 61 · EIN 13-2638166 | Consulting fees; Finders' fees / plac... | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
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 | $64,868 | $66,302-2.2% | $110,238-41.2% | $56,287+15.2% |
| Participation rate | 93.4% | 74.9%+18.5pp | 79.8%+13.6pp | 69.9%+23.5pp |
| Annual return | -4.09% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,301 | $2,047+12.4% | $3,826-39.9% | $2,111+9.0% |
| Participant deferral / active EE | $6,590 | $3,381+94.9% | $4,672+41.1% | $3,350+96.7% |
| Admin fee / account holder | $10 | $698-98.6% | $8,547-99.9% | $521-98.1% |