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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 9TH FLOOR AMERICAN INTERNATIONAL PL · SAN JUAN, PR 00918 | Bank Trustee | $19,607 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $18,335 |
Filed as: DIMEO SCHNEIDER Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $200 |
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 | $27,608 | $52,953-47.9% | $172,739-84.0% | $65,185-57.6% |
| Participation rate | 97.5% | 66.2%+31.3pp | 82.6%+14.8pp | 70.2%+27.3pp |
| Annual return | 19.65% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,426 | $2,190-34.9% | $5,143-72.3% | $2,177-34.5% |
| Participant deferral / active EE | $2,423 | $2,471-1.9% | $5,198-53.4% | $3,514-31.0% |
| Admin fee / account holder | $173 | $472-63.4% | $13,954-98.8% | $847-79.6% |