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 6-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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 50 · EIN 13-2638166 | Direct Payment | $297,622 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $42,806 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $35,018 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 49 3071 PEARL ROAD · MEDINA, OH 44256 | Other Services | $1,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,144 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
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 | $179,814 | $74,462+141.5% | $81,983+119.3% | $90,288+99.2% |
| Participation rate | 93.8% | 69.7%+24.1pp | 69.2%+24.6pp | 73.4%+20.5pp |
| Annual return | 15.63% | 17.56%-1.9pp | 41.31%-25.7pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,581 | $2,334-32.3% | $2,498-36.7% | $2,524-37.4% |
| Participant deferral / active EE | $8,349 | $3,602+131.8% | $3,722+124.3% | $4,232+97.3% |
| Admin fee / account holder | $157 | $98+60.4% | $5,664-97.2% | $114+37.8% |