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 9-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,801 |
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 | $92,395 | $58,655+57.5% | $91,989+0.4% | $65,185+41.7% |
| Participation rate | 91.7% | 75.3%+16.4pp | 78.6%+13.0pp | 70.2%+21.5pp |
| Annual return | 29.18% | 33.92%-4.7pp | 69.02%-39.8pp | 29.38%-0.2pp |
| Employer contribution / active EE | $3,724 | $2,080+79.0% | $3,452+7.9% | $2,177+71.1% |
| Participant deferral / active EE | $10,832 | $5,474+97.9% | $5,923+82.9% | $3,514+208.3% |
| Admin fee / account holder | $242 | $434-44.3% | $7,743-96.9% | $847-71.5% |