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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $10,399 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,075 | $44,960-37.6% | $84,966-67.0% | $74,495-62.3% |
| Participation rate | 86.7% | 49.4%+37.4pp | 67.5%+19.2pp | 67.2%+19.5pp |
| Annual return | 14.65% | 26.24%-11.6pp | 66.38%-51.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $366 | $1,457-74.9% | $2,727-86.6% | $2,623-86.1% |
| Participant deferral / active EE | $2,611 | $2,731-4.4% | $4,519-42.2% | $4,346-39.9% |
| Admin fee / account holder | $60 | $2,209-97.3% | $6,149-99.0% | $1,942-96.9% |