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 15 · EIN 16-1503696 | Recordkeeping | $809 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $198 |
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 | $62,987 | $72,177-12.7% | $115,037-45.2% | $59,632+5.6% |
| Participation rate | 74.4% | 72.6%+1.8pp | 81.4%-7.0pp | 68.7%+5.7pp |
| Annual return | 2.56% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $664 | $2,841-76.6% | $4,608-85.6% | $2,203-69.9% |
| Participant deferral / active EE | $2,245 | $4,783-53.1% | $6,026-62.7% | $3,192-29.7% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |