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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 65 · EIN 13-2638166 | Account Maintenance | $488 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 49 · EIN 94-1737782 | Other Services | $300 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | 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 | $88,421 | $58,726+50.6% | $92,233-4.1% | $62,292+41.9% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.5%+22.4pp | 69.5%+29.4pp |
| Annual return | 11.75% | 43.62%-31.9pp | 176.28%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $4,438 | $2,392+85.5% | $3,679+20.6% | $2,042+117.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $556-99.7% | $5,194-100.0% | $479-99.6% |