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 7-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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,830 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $400 |
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 | $204,848 | $89,652+128.5% | $141,162+45.1% | $65,185+214.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 4957.07% | 32.79%+4924.3pp | 71.39%+4885.7pp | 29.38%+4927.7pp |
| Employer contribution / active EE | $5,446 | $3,065+77.7% | $4,735+15.0% | $2,177+150.2% |
| Participant deferral / active EE | $9,793 | $5,691+72.1% | $6,709+46.0% | $3,514+178.7% |
| Admin fee / account holder | $160 | $569-71.9% | $10,261-98.4% | $847-81.1% |