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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 16 · EIN 13-2638166 | Consulting | $29,226 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,046 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $7,729 |
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 | $96,566 | $69,231+39.5% | $91,989+5.0% | $67,579+42.9% |
| Participation rate | 96.0% | 78.9%+17.1pp | 78.6%+17.4pp | 71.3%+24.7pp |
| Annual return | 23.63% | 32.03%-8.4pp | 69.02%-45.4pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,074 | $2,284-9.2% | $3,452-39.9% | $2,148-3.4% |
| Participant deferral / active EE | $6,458 | $5,854+10.3% | $5,923+9.0% | $3,539+82.5% |
| Admin fee / account holder | $137 | $107+27.9% | $7,743-98.2% | $142-3.5% |