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 | $2,870 |
Filed as: UBS FINANCIAL SERVICES, INC. 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 | $89,789 | $78,422+14.5% | $95,952-6.4% | $79,858+12.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.02% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,220 | $1,945-37.3% | $2,541-52.0% | $2,471-50.6% |
| Participant deferral / active EE | $3,495 | $3,440+1.6% | $4,167-16.1% | $3,740-6.5% |
| Admin fee / account holder | $31 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |