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 |
|---|---|---|
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $78,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,148 |
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 | $113,622 | $69,305+63.9% | $82,313+38.0% | $69,631+63.2% |
| Participation rate | 98.7% | 80.3%+18.4pp | 76.9%+21.8pp | 70.7%+28.0pp |
| Annual return | 16.84% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3,317 | $1,887+75.8% | $2,428+36.6% | $2,032+63.2% |
| Participant deferral / active EE | $4,925 | $3,568+38.0% | $3,706+32.9% | $3,224+52.8% |
| Admin fee / account holder | $136 | $97+39.7% | $5,608-97.6% | $110+22.9% |