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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 55 | Other Commissions | $45,347 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $10,624 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
UBS FINANCIAL SERVICES INC1+ years Service code 55 · EIN 13-2638166 | Other Commissions | $0 |
Annual investment return 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 | $50,974 | $63,905-20.2% | $74,183-31.3% | $57,658-11.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.6%+18.1pp | 70.2%+24.5pp |
| Annual return | -3.40% | 60.60%-64.0pp | 17.74%-21.1pp | 5.13%-8.5pp |
| Employer contribution / active EE | $1,591 | $1,840-13.6% | $2,370-32.9% | $1,974-19.4% |
| Participant deferral / active EE | $3,007 | $3,448-12.8% | $3,550-15.3% | $3,061-1.8% |
| Admin fee / account holder | $15 | $91-83.5% | $5,586-99.7% | $95-84.1% |