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. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,275 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,660 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $71,078 | $45,324+56.8% | $122,332-41.9% | $69,631+2.1% |
| Participation rate | 98.0% | 59.9%+38.0pp | 71.6%+26.3pp | 70.7%+27.3pp |
| Annual return | 17.37% | 25.35%-8.0pp | 30.27%-12.9pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,847 | $1,230+50.2% | $4,050-54.4% | $2,032-9.1% |
| Participant deferral / active EE | $5,640 | $2,367+138.3% | $3,287+71.6% | $3,224+75.0% |
| Admin fee / account holder | $149 | $87+71.5% | $5,478-97.3% | $110+35.1% |