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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $3,961 |
MAULDIN & JENKINS1 year Service code 10 · EIN 58-0692043 200 GALLERIA PKWY SE STE 1700 · ATLANTA, GA 303395946 | Accounting | $3,750 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0114007 | Contract Administrator | $1,750 |
Participant contribution per participant 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 | $26,660 | $98,750-73.0% | $149,696-82.2% | $79,858-66.6% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 14.96% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,628 | $3,216-49.4% | $4,644-64.9% | $2,471-34.1% |
| Participant deferral / active EE | $2,244 | $5,680-60.5% | $6,842-67.2% | $3,740-40.0% |
| Admin fee / account holder | $63 | $6,053-99.0% | $9,309-99.3% | $5,306-98.8% |