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 13 · EIN 06-1050034 | Contract Administrator | $2,956 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | 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 | $79,165 | $60,165+31.6% | $74,183+6.7% | $55,167+43.5% |
| Participation rate | 86.6% | 74.2%+12.5pp | 76.6%+10.0pp | 69.0%+17.6pp |
| Annual return | 6.76% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,246 | $1,600-22.1% | $2,370-47.4% | $1,963-36.5% |
| Participant deferral / active EE | $3,045 | $2,973+2.4% | $3,550-14.2% | $3,054-0.3% |
| Admin fee / account holder | $62 | $419-85.3% | $5,586-98.9% | $504-87.8% |