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 | $41,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
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 | $58,734 | $56,640+3.7% | $80,975-27.5% | $57,658+1.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 75.8%+4.2pp | 70.2%+9.8pp |
| Annual return | 12.06% | 19.97%-7.9pp | 17.10%-5.0pp | 5.13%+6.9pp |
| Employer contribution / active EE | $3,329 | $2,085+59.7% | $3,714-10.4% | $1,974+68.7% |
| Participant deferral / active EE | $8,760 | $4,944+77.2% | $5,696+53.8% | $3,061+186.2% |
| Admin fee / account holder | $6 | $87-92.6% | $5,516-99.9% | $95-93.1% |