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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $83,145 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $18,544 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $110,789 | $57,096+94.0% | $94,224+17.6% | $55,191+100.7% |
| Participation rate | 77.8% | 75.7%+2.1pp | 78.8%-1.0pp | 69.2%+8.6pp |
| Annual return | -0.56% | 159.65%-160.2pp | 10.68%-11.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,544 | $1,708+107.5% | $3,587-1.2% | $1,899+86.7% |
| Participant deferral / active EE | $5,168 | $3,165+63.3% | $4,320+19.6% | $3,046+69.7% |
| Admin fee / account holder | $272 | $89+204.7% | $6,269-95.7% | $91+199.5% |