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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,534 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $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 | $51,696 | $75,419-31.5% | $392,568-86.8% | $67,579-23.5% |
| Participation rate | 98.5% | 74.8%+23.7pp | 78.1%+20.5pp | 71.3%+27.3pp |
| Annual return | 70.49% | 36.70%+33.8pp | 24.42%+46.1pp | 378.56%-308.1pp |
| Employer contribution / active EE | $8,261 | $2,636+213.4% | $3,783+118.4% | $2,148+284.6% |
| Participant deferral / active EE | $6,388 | $4,347+47.0% | $5,985+6.7% | $3,539+80.5% |
| Admin fee / account holder | $89 | $114-22.1% | $6,260-98.6% | $142-37.7% |