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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $11,704 |
Filed as: MCGREGOR & ASSOCIATES INC Service code 49 | Other Services | $1,716 |
MORNINGSTAR1 year Filed as: MORNING STAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $168 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $168 |
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 | $60,018 | $58,726+2.2% | $92,233-34.9% | $62,292-3.7% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 21.80% | 43.62%-21.8pp | 176.28%-154.5pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,482 | $2,392-38.0% | $3,679-59.7% | $2,042-27.4% |
| Participant deferral / active EE | $3,316 | $2,766+19.9% | $3,897-14.9% | $3,169+4.6% |
| Admin fee / account holder | $70 | $556-87.5% | $5,194-98.7% | $479-85.4% |