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 INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $16,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
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 | $30,773 | $57,354-46.3% | $83,848-63.3% | $64,186-52.1% |
| Participation rate | 75.7% | 68.6%+7.1pp | 76.1%-0.5pp | 69.6%+6.1pp |
| Annual return | -5.17% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,349 | $2,545+31.6% | $3,631-7.8% | $2,381+40.6% |
| Participant deferral / active EE | $3,245 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |