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 99 · EIN 71-0294708 | Other Fees | $85,510 |
UBS FINANCIAL SERVICES INC3 years Service code 99 · EIN 13-2638166 | Other Fees | $74,037 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 99 · EIN 56-0747981 | Other Fees | $5,401 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $4,287 |
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 | $32,027 | $100,801-68.2% | $149,696-78.6% | $73,409-56.4% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | -0.43% | 265.34%-265.8pp | 276.60%-277.0pp | 59.29%-59.7pp |
| Employer contribution / active EE | $1,093 | $3,312-67.0% | $4,644-76.5% | $2,234-51.1% |
| Participant deferral / active EE | $4,110 | $6,404-35.8% | $6,842-39.9% | $3,805+8.0% |
| Admin fee / account holder | $105 | $181-41.7% | $9,309-98.9% | $158-33.2% |