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 52 · EIN 04-1590850 | Indirect Investment Fees | $12,246 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,835 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,429 | $37,134-4.6% | $100,671-64.8% | $52,331-32.3% |
| Participation rate | 82.0% | 57.7%+24.3pp | 70.7%+11.2pp | 68.1%+13.9pp |
| Annual return | 3.61% | 0.10%+3.5pp | 20.43%-16.8pp | 4.54%-0.9pp |
| Employer contribution / active EE | $1,301 | $1,187+9.6% | $4,012-67.6% | $1,882-30.9% |
| Participant deferral / active EE | $3,610 | $2,163+66.9% | $3,144+14.8% | $3,022+19.4% |
| Admin fee / account holder | $93 | $467-80.0% | $4,850-98.1% | $592-84.2% |