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 16 · EIN 13-2638166 | Consulting | $58,325 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,500 |
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 | $57,568 | $60,545-4.9% | $92,233-37.6% | $69,631-17.3% |
| Participation rate | 96.8% | 72.2%+24.7pp | 76.5%+20.3pp | 70.7%+26.1pp |
| Annual return | 19.51% | 19.71%-0.2pp | 176.28%-156.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,764 | $2,633-33.0% | $3,679-52.1% | $2,032-13.2% |
| Participant deferral / active EE | $4,902 | $2,828+73.4% | $3,897+25.8% | $3,224+52.1% |
| Admin fee / account holder | $116 | $145-19.7% | $5,194-97.8% | $110+5.3% |