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 06-1050034 | Contract Administrator | $5,485 |
Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $4,523 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $57,240 | $46,072+24.2% | $70,014-18.2% | $55,167+3.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 5.75% | 8.68%-2.9pp | 12.99%-7.2pp | 169.23%-163.5pp |
| Employer contribution / active EE | $2,680 | $1,500+78.6% | $2,338+14.6% | $1,963+36.5% |
| Participant deferral / active EE | $2,961 | $2,344+26.3% | $2,931+1.0% | $3,054-3.1% |
| Admin fee / account holder | $61 | $428-85.8% | $4,380-98.6% | $504-87.9% |