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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $57,217 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,160 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,533 | $53,925+103.1% | $75,670+44.8% | $69,631+57.3% |
| Participation rate | 94.4% | 71.2%+23.2pp | 72.3%+22.0pp | 70.7%+23.7pp |
| Annual return | 18.45% | 17.84%+0.6pp | 27.34%-8.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,531 | $1,802+40.5% | $2,352+7.6% | $2,032+24.6% |
| Participant deferral / active EE | $3,046 | $2,569+18.5% | $3,142-3.1% | $3,224-5.5% |
| Admin fee / account holder | $11 | $97-88.5% | $5,800-99.8% | $110-89.9% |