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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,978 |
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 | $52,992 | $65,365-18.9% | $92,893-43.0% | $72,985-27.4% |
| Participation rate | 74.6% | 68.3%+6.3pp | 76.0%-1.4pp | 69.5%+5.1pp |
| Annual return | 17.17% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,683 | $2,594+3.4% | $3,653-26.5% | $2,440+10.0% |
| Participant deferral / active EE | $3,721 | $3,128+18.9% | $4,236-12.2% | $3,607+3.1% |
| Admin fee / account holder | $227 | $4,251-94.7% | $5,794-96.1% | $5,124-95.6% |