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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,809 |
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 | $59,542 | $52,953+12.4% | $172,739-65.5% | $65,185-8.7% |
| Participation rate | 94.6% | 66.2%+28.4pp | 82.6%+11.9pp | 70.2%+24.4pp |
| Annual return | 24.71% | 30.12%-5.4pp | 802.84%-778.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $4,627 | $2,190+111.3% | $5,143-10.0% | $2,177+112.6% |
| Participant deferral / active EE | $1,583 | $2,471-35.9% | $5,198-69.5% | $3,514-54.9% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.1% |