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. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,841 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,193 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $62,791 | $39,898+57.4% | $121,196-48.2% | $55,725+12.7% |
| Participation rate | 96.1% | 61.2%+34.9pp | 71.7%+24.3pp | 70.9%+25.2pp |
| Annual return | -7.08% | -0.96%-6.1pp | 16.93%-24.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,933 | $1,295+49.3% | $4,022-51.9% | $2,078-7.0% |
| Participant deferral / active EE | $5,713 | $2,439+134.3% | $3,344+70.8% | $3,356+70.3% |
| Admin fee / account holder | $158 | $95+66.6% | $5,019-96.8% | $115+37.6% |