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 42-0127290 | Contract Administrator | $63,604 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,370 |
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 | $85,241 | $52,953+61.0% | $172,739-50.7% | $65,185+30.8% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.8pp | 70.2%+28.3pp |
| Annual return | 17.08% | 30.12%-13.0pp | 802.84%-785.8pp | 29.38%-12.3pp |
| Employer contribution / active EE | $2,051 | $2,190-6.3% | $5,143-60.1% | $2,177-5.8% |
| Participant deferral / active EE | $2,788 | $2,471+12.8% | $5,198-46.4% | $3,514-20.7% |
| Admin fee / account holder | $238 | $472-49.5% | $13,954-98.3% | $847-71.9% |