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 15 · EIN 13-2638166 | Recordkeeping | $11,404 |
ADP BROKER-DEALER5+ 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 | $71,990 | $69,362+3.8% | $101,248-28.9% | $73,488-2.0% |
| Participation rate | 91.4% | 68.4%+23.0pp | 75.8%+15.6pp | 70.7%+20.7pp |
| Annual return | 6.82% | 18.46%-11.6pp | 46.47%-39.7pp | 28.51%-21.7pp |
| Employer contribution / active EE | $1,613 | $2,628-38.6% | $3,660-55.9% | $2,270-28.9% |
| Participant deferral / active EE | $6,128 | $3,300+85.7% | $4,370+40.2% | $3,740+63.9% |
| Admin fee / account holder | $172 | $704-75.6% | $5,945-97.1% | $513-66.5% |