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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $30,702 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,663 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $44,982 | $65,376-31.2% | $87,100-48.4% | $65,185-31.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.73% | 31.27%-11.5pp | 28.19%-8.5pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,825 | $1,822+0.1% | $2,521-27.6% | $2,177-16.2% |
| Participant deferral / active EE | $3,779 | $3,388+11.5% | $4,049-6.7% | $3,514+7.5% |
| Admin fee / account holder | $146 | $520-71.8% | $7,497-98.0% | $847-82.7% |