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 | $143,312 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 · EIN 51-0120742 | Insurance Broker | $63,823 |
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 | $32,201 | $52,293-38.4% | $178,490-82.0% | $73,409-56.1% |
| Participation rate | 75.3% | 65.3%+9.9pp | 81.9%-6.7pp | 72.2%+3.1pp |
| Annual return | 12.33% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,251 | $1,735-27.9% | $5,011-75.0% | $2,234-44.0% |
| Participant deferral / active EE | $1,467 | $2,332-37.1% | $5,202-71.8% | $3,805-61.4% |
| Admin fee / account holder | $196 | $127+53.7% | $13,984-98.6% | $158+24.0% |