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 7-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 27 · EIN 04-2647786 | Advisory (Plan) | $8,749 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $8,056 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,674 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,584 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,334 | $72,492+10.8% | $87,100-7.8% | $72,985+10.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 40.22% | 24.46%+15.8pp | 28.19%+12.0pp | 81.00%-40.8pp |
| Employer contribution / active EE | $1,930 | $1,894+1.9% | $2,521-23.5% | $2,440-20.9% |
| Participant deferral / active EE | $7,432 | $3,270+127.3% | $4,049+83.6% | $3,607+106.0% |
| Admin fee / account holder | $238 | $5,055-95.3% | $7,497-96.8% | $5,124-95.4% |