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 15 · EIN 13-3689044 | Recordkeeping | $17,760 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,030 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,153 |
Filed as: DAVIDSON, DOYLE & HILTON Service code 10 · EIN 54-1953476 | Accounting | $5,511 |
Participant 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 | $28,889 | $99,957-71.1% | $149,696-80.7% | $73,488-60.7% |
| Participation rate | 78.9% | 75.7%+3.2pp | 82.5%-3.6pp | 70.7%+8.2pp |
| Annual return | 18.20% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,406 | $3,191-24.6% | $4,644-48.2% | $2,270+6.0% |
| Participant deferral / active EE | $960 | $6,073-84.2% | $6,842-86.0% | $3,740-74.3% |
| Admin fee / account holder | $188 | $551-65.9% | $9,309-98.0% | $513-63.4% |