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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $85,828 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,111 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $83,795 | $65,118+28.7% | $76,768+9.2% | $55,725+50.4% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.5pp | 70.9%+25.6pp |
| Annual return | -6.10% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,371 | $1,941+22.2% | $2,485-4.6% | $2,078+14.1% |
| Participant deferral / active EE | $6,030 | $3,688+63.5% | $3,852+56.6% | $3,356+79.7% |
| Admin fee / account holder | $171 | $116+47.4% | $6,675-97.4% | $115+48.3% |