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 |
|---|---|---|
MORNINGSTAR3 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,159 |
UBS FINANCIAL SERVICES INC3 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 | $76,061 | $82,093-7.3% | $379,746-80.0% | $73,409+3.6% |
| Participation rate | 98.8% | 76.8%+22.0pp | 78.4%+20.4pp | 72.2%+26.6pp |
| Annual return | 24.07% | 18.89%+5.2pp | 34.90%-10.8pp | 59.29%-35.2pp |
| Employer contribution / active EE | $12,035 | $2,847+322.8% | $3,540+240.0% | $2,234+438.8% |
| Participant deferral / active EE | $10,811 | $4,697+130.2% | $6,024+79.5% | $3,805+184.1% |
| Admin fee / account holder | $260 | $128+103.5% | $7,927-96.7% | $158+64.5% |