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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $37,630 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,965 | $66,302+8.5% | $110,238-34.7% | $56,287+27.9% |
| Participation rate | 87.4% | 74.9%+12.5pp | 79.8%+7.6pp | 69.9%+17.5pp |
| Annual return | -5.53% | -1.18%-4.4pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,052 | $3,381+19.8% | $4,672-13.3% | $3,350+21.0% |
| Admin fee / account holder | $1 | $698-99.9% | $8,547-100.0% | $521-99.9% |