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 15 · EIN 13-3689044 | Recordkeeping | $136,801 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $43,501 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $280 |
QBI, LLC5+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $165 |
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 | $29,514 | $62,928-53.1% | $172,739-82.9% | $67,579-56.3% |
| Participation rate | 72.2% | 64.5%+7.8pp | 82.6%-10.4pp | 71.3%+1.0pp |
| Annual return | 18.70% | 30.36%-11.7pp | 802.84%-784.1pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,138 | $1,636-30.5% | $5,143-77.9% | $2,148-47.0% |
| Participant deferral / active EE | $1,307 | $2,145-39.1% | $5,198-74.8% | $3,539-63.1% |
| Admin fee / account holder | $181 | $167+8.4% | $13,954-98.7% | $142+26.9% |