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 INC6 years Service code 65 · EIN 13-2638166 | Account Maintenance | $275 |
CHARLES SCHWAB & CO., INC.5 years Service code 49 · EIN 94-1737782 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,381 | $86,944+56.9% | $107,525+26.8% | $74,304+83.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 11.96% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $10,036 | $2,757+264.0% | $3,754+167.4% | $2,241+347.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |