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 |
|---|---|---|
GORRELICK, TIEVY & ABACUS1+ years Service code 15 · EIN 52-1313169 | Recordkeeping | $12,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS COM Service code 15 · EIN 36-6071339 | Recordkeeping | $2,268 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 22 · EIN 51-0120742 | Insurance Broker | $0 |
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 | $130,744 | $46,360+182.0% | $147,614-11.4% | $52,331+149.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.58% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $6,610 | $2,126+210.9% | $5,564+18.8% | $1,882+251.3% |
| Participant deferral / active EE | $6,379 | $2,258+182.6% | $4,895+30.3% | $3,022+111.1% |
| Admin fee / account holder | $56 | $766-92.7% | $11,611-99.5% | $592-90.6% |