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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $5,210 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $90 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $69,173 | $63,114+9.6% | $92,893-25.5% | $65,185+6.1% |
| Participation rate | 95.5% | 68.8%+26.7pp | 76.0%+19.4pp | 70.2%+25.3pp |
| Annual return | 11.51% | 28.75%-17.2pp | 109.41%-97.9pp | 29.38%-17.9pp |
| Employer contribution / active EE | $1,495 | $2,571-41.8% | $3,653-59.1% | $2,177-31.3% |
| Participant deferral / active EE | $5,899 | $3,108+89.8% | $4,236+39.3% | $3,514+67.9% |
| Admin fee / account holder | $166 | $624-73.4% | $5,794-97.1% | $847-80.4% |