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 INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 100 CRESCENT COURT SUITE 600 · DALLAX, TX 75201 | Advisory (Plan) | $28,901 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $26,545 |
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $10,783 |
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 | $72,060 | $64,909+11.0% | $82,313-12.5% | $62,292+15.7% |
| Participation rate | 98.1% | 74.9%+23.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 8.61% | 21.18%-12.6pp | 25.88%-17.3pp | 28.90%-20.3pp |
| Employer contribution / active EE | $2,811 | $1,676+67.7% | $2,428+15.8% | $2,042+37.7% |
| Participant deferral / active EE | $3,855 | $3,103+24.2% | $3,706+4.0% | $3,169+21.7% |
| Admin fee / account holder | $154 | $440-65.0% | $5,608-97.3% | $479-67.9% |