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 INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $41,452 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,173 |
Form 5500 reported that benefits due were not provided when due.
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 | $164,559 | $75,183+118.9% | $123,892+32.8% | $55,167+198.3% |
| Participation rate | 76.0% | 72.8%+3.2pp | 81.4%-5.4pp | 69.0%+7.1pp |
| Annual return | 7.05% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,096 | $2,823-25.7% | $4,617-54.6% | $1,963+6.8% |
| Participant deferral / active EE | $6,857 | $5,084+34.9% | $5,984+14.6% | $3,054+124.5% |
| Admin fee / account holder | $4 | $663-99.5% | $8,357-100.0% | $504-99.3% |