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 INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $112,113 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,472 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $33,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,775 |
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 | $55,080 | $85,635-35.7% | $123,892-55.5% | $63,975-13.9% |
| Participation rate | 94.6% | 74.9%+19.7pp | 81.4%+13.2pp | 71.1%+23.5pp |
| Annual return | 7.89% | 15.74%-7.8pp | 47.52%-39.6pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,448 | $3,076-52.9% | $4,617-68.6% | $2,182-33.6% |
| Participant deferral / active EE | $4,540 | $5,667-19.9% | $5,984-24.1% | $3,356+35.3% |
| Admin fee / account holder | $19 | $75-74.9% | $8,357-99.8% | $70-73.3% |