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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $15,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $855 |
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 | $51,408 | $80,753-36.3% | $136,294-62.3% | $62,292-17.5% |
| Participation rate | 80.6% | 73.5%+7.1pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 18.37% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,590 | $2,884-10.2% | $4,695-44.8% | $2,042+26.8% |
| Participant deferral / active EE | $5,493 | $5,164+6.4% | $6,247-12.1% | $3,169+73.3% |
| Admin fee / account holder | $114 | $525-78.3% | $9,243-98.8% | $479-76.2% |