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 27 · EIN 13-2638166 | Advisory (Plan) | $44,770 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,869 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $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 | $61,132 | $47,078+29.9% | $100,671-39.3% | $55,191+10.8% |
| Participation rate | 90.9% | 58.0%+32.9pp | 70.7%+20.2pp | 69.2%+21.7pp |
| Annual return | 0.93% | 0.65%+0.3pp | 20.43%-19.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,496 | $1,065+40.4% | $4,012-62.7% | $1,899-21.2% |
| Participant deferral / active EE | $4,615 | $2,038+126.4% | $3,144+46.8% | $3,046+51.5% |
| Admin fee / account holder | $153 | $153-0.3% | $4,850-96.8% | $91+68.4% |