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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,903 |
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 | $75,064 | $62,543+20.0% | $83,333-9.9% | $55,725+34.7% |
| Participation rate | 98.5% | 78.4%+20.1pp | 77.8%+20.7pp | 70.9%+27.6pp |
| Annual return | -4.10% | 14.85%-19.0pp | 10.63%-14.7pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,862 | $2,427-23.3% | $3,379-44.9% | $2,078-10.4% |
| Participant deferral / active EE | $5,564 | $5,682-2.1% | $5,5650% | $3,356+65.8% |
| Admin fee / account holder | $94 | $103-8.9% | $7,510-98.7% | $115-18.5% |