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 55 · EIN 13-2638166 | Other Commissions | $30,660 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,078 | $70,428+96.1% | $96,562+43.0% | $85,850+60.8% |
| Participation rate | 85.4% | 61.8%+23.6pp | 69.8%+15.6pp | 69.3%+16.1pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,709 | $1,413+21.0% | $2,356-27.5% | $2,565-33.4% |
| Participant deferral / active EE | $3,666 | $2,894+26.7% | $3,849-4.8% | $3,952-7.2% |
| Admin fee / account holder | $68 | $4,997-98.6% | $6,181-98.9% | $6,260-98.9% |