Filed January 17, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 14 · EIN 13-2638166 | Plan Administrator | $30,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $134 |
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 | $74,010 | $45,324+63.3% | $122,332-39.5% | $69,631+6.3% |
| Participation rate | 99.4% | 59.9%+39.4pp | 71.6%+27.7pp | 70.7%+28.7pp |
| Annual return | 15.47% | 25.35%-9.9pp | 30.27%-14.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,800 | $1,230+209.0% | $4,050-6.2% | $2,032+87.0% |
| Participant deferral / active EE | $3,307 | $2,367+39.7% | $3,287+0.6% | $3,224+2.6% |
| Admin fee / account holder | $36 | $87-58.3% | $5,478-99.3% | $110-67.2% |