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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 070866761 | Consulting Fees | $19,225 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $8,042 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $154 |
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 | $42,652 | $44,873-4.9% | $79,464-46.3% | $56,287-24.2% |
| Participation rate | 97.6% | 68.7%+28.8pp | 73.3%+24.2pp | 69.9%+27.7pp |
| Annual return | -5.81% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $854 | $2,140-60.1% | $2,800-69.5% | $2,111-59.6% |
| Participant deferral / active EE | $3,706 | $2,746+35.0% | $3,704+0.1% | $3,350+10.6% |
| Admin fee / account holder | $124 | $418-70.5% | $5,113-97.6% | $521-76.3% |