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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
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 | $50,597 | $26,805+88.8% | $59,496-15.0% | $52,331-3.3% |
| Participation rate | 77.3% | 39.3%+37.9pp | 54.6%+22.7pp | 68.1%+9.2pp |
| Annual return | -1.85% | 2.61%-4.5pp | 182.05%-183.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $2,271 | $450+404.7% | $1,153+96.9% | $1,882+20.7% |
| Participant deferral / active EE | $4,472 | $916+388.0% | $1,829+144.5% | $3,022+48.0% |
| Admin fee / account holder | $136 | $305-55.4% | $2,232-93.9% | $592-77.0% |