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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,413 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,211 | $78,976+16.8% | $100,383-8.1% | $74,546+23.7% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.4pp |
| Annual return | 18.92% | 20.62%-1.7pp | 49.26%-30.3pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $3,859 | $3,019+27.8% | $3,944-2.1% | $2,624+47.1% |
| Participant deferral / active EE | $6,869 | $7,758-11.5% | $8,086-15.1% | $4,347+58.0% |
| Admin fee / account holder | $255 | $1,330-80.8% | $7,900-96.8% | $1,944-86.9% |