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 | Participant loan processing; Sharehol... | $83,863 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,307 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $100,337 | $79,519+26.2% | $95,952+4.6% | $73,409+36.7% |
| Participation rate | 98.2% | 81.2%+17.0pp | 77.1%+21.1pp | 72.2%+26.0pp |
| Annual return | 11.95% | 19.20%-7.2pp | 91.61%-79.7pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,362 | $2,048+15.3% | $2,541-7.1% | $2,234+5.7% |
| Participant deferral / active EE | $6,388 | $4,138+54.4% | $4,167+53.3% | $3,805+67.9% |
| Admin fee / account holder | $167 | $184-9.3% | $6,795-97.5% | $158+5.8% |