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 9-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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $54,086 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,745 |
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 | $96,967 | $50,106+93.5% | $70,014+38.5% | $57,658+68.2% |
| Participation rate | 91.7% | 70.9%+20.8pp | 71.8%+19.9pp | 70.2%+21.5pp |
| Annual return | 22.71% | 14.58%+8.1pp | 12.99%+9.7pp | 5.13%+17.6pp |
| Employer contribution / active EE | $2,482 | $1,739+42.7% | $2,338+6.1% | $1,974+25.7% |
| Participant deferral / active EE | $2,682 | $2,486+7.9% | $2,931-8.5% | $3,061-12.4% |
| Admin fee / account holder | $8 | $89-90.8% | $4,380-99.8% | $95-91.3% |