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 | Shareholder servicing fees; Recordkee... | $84,039 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,479 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,978 | $73,404+30.8% | $87,100+10.2% | $67,579+42.0% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.9%+21.0pp | 71.3%+26.6pp |
| Annual return | 20.05% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,491 | $2,014+23.7% | $2,521-1.2% | $2,148+16.0% |
| Participant deferral / active EE | $6,763 | $3,913+72.8% | $4,049+67.0% | $3,539+91.1% |
| Admin fee / account holder | $168 | $142+18.9% | $7,497-97.8% | $142+18.3% |