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 37 · EIN 04-2647786 | Loan Processing | $17,949 |
UBS FINANCIAL SERVICES INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $16,748 |
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 | $54,080 | $47,977+12.7% | $154,107-64.9% | $56,287-3.9% |
| Participation rate | 88.3% | 66.2%+22.1pp | 83.0%+5.3pp | 69.9%+18.4pp |
| Annual return | -5.50% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,180 | $2,169+138.8% | $5,298-2.2% | $2,111+145.4% |
| Participant deferral / active EE | $1,291 | $2,392-46.0% | $5,081-74.6% | $3,350-61.5% |
| Admin fee / account holder | $67 | $438-84.7% | $13,411-99.5% | $521-87.1% |