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. Service code 15 · EIN 13-2638166 | Recordkeeping | $19,420 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $57,161 | $73,638-22.4% | $95,952-40.4% | $73,488-22.2% |
| Participation rate | 93.0% | 76.2%+16.9pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | -9.75% | 16.78%-26.5pp | 91.61%-101.4pp | 28.51%-38.3pp |
| Employer contribution / active EE | $1,569 | $1,863-15.8% | $2,541-38.3% | $2,270-30.9% |
| Participant deferral / active EE | $2,621 | $3,617-27.5% | $4,167-37.1% | $3,740-29.9% |
| Admin fee / account holder | $177 | $482-63.3% | $6,795-97.4% | $513-65.5% |