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 27 · EIN 13-2638166 | Advisory (Plan) | $25,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,716 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,772 | $100,801+165.6% | $149,696+78.9% | $73,409+264.8% |
| Participation rate | 76.9% | 77.7%-0.8pp | 82.5%-5.6pp | 72.2%+4.7pp |
| Annual return | 17.15% | 265.34%-248.2pp | 276.60%-259.5pp | 59.29%-42.1pp |
| Employer contribution / active EE | $5,213 | $3,312+57.4% | $4,644+12.2% | $2,234+133.4% |
| Participant deferral / active EE | $8,189 | $6,404+27.9% | $6,842+19.7% | $3,805+115.2% |
| Admin fee / account holder | $116 | $181-35.6% | $9,309-98.7% | $158-26.2% |