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 | Recordkeeping fees; Participant commu... | $26,683 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $52,171 | $73,638-29.2% | $95,952-45.6% | $73,488-29.0% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 13.29% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,728 | $1,863-7.3% | $2,541-32.0% | $2,270-23.9% |
| Participant deferral / active EE | $3,514 | $3,617-2.8% | $4,167-15.7% | $3,740-6.0% |
| Admin fee / account holder | $138 | $482-71.5% | $6,795-98.0% | $513-73.2% |