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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,281 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,660 | $89,769-24.6% | $76,768-11.9% | - |
| Participation rate | 91.9% | 75.1%+16.9pp | 77.0%+15.0pp | - |
| Annual return | 11.83% | -5.73%+17.6pp | 2.43%+9.4pp | - |
| Employer contribution / active EE | $1,387 | $1,505-7.8% | $2,485-44.2% | - |
| Participant deferral / active EE | $2,444 | $3,196-23.5% | $3,852-36.5% | - |
| Admin fee / account holder | $174 | $4,068-95.7% | $6,675-97.4% | - |