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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $55,016 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $14,487 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,198 | $71,666+52.4% | $117,854-7.3% | $69,631+56.8% |
| Participation rate | 69.6% | 77.5%-7.9pp | 79.7%-10.0pp | 70.7%-1.0pp |
| Annual return | 18.30% | 18.86%-0.6pp | 335.08%-316.8pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $3,321 | $1,889+75.8% | $3,786-12.3% | $2,032+63.4% |
| Participant deferral / active EE | $4,814 | $3,340+44.1% | $4,482+7.4% | $3,224+49.3% |
| Admin fee / account holder | $182 | $120+51.6% | $8,020-97.7% | $110+65.2% |