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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $106,567 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $95,897 |
PICKETT, CHANEY & MCMULLEN LLP6+ years Service code 10 · EIN 48-1246310 | Accounting | $7,750 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $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 | $156,939 | $100,801+55.7% | $149,696+4.8% | $73,409+113.8% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.5%+17.3pp | 72.2%+27.6pp |
| Annual return | 16.74% | 265.34%-248.6pp | 276.60%-259.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $4,626 | $3,312+39.7% | $4,644-0.4% | $2,234+107.1% |
| Participant deferral / active EE | $8,209 | $6,404+28.2% | $6,842+20.0% | $3,805+115.7% |
| Admin fee / account holder | $218 | $181+20.6% | $9,309-97.7% | $158+38.1% |