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 | $5,910 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $4,985 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,737 | $50,385+22.5% | $75,670-18.4% | $62,292-0.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 11.95% | 19.90%-7.9pp | 27.34%-15.4pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,629 | $1,537+71.0% | $2,352+11.8% | $2,042+28.7% |
| Participant deferral / active EE | $3,103 | $2,445+26.9% | $3,142-1.2% | $3,169-2.1% |
| Admin fee / account holder | $66 | $384-82.8% | $5,800-98.9% | $479-86.2% |