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 27 · EIN 13-2638166 | Advisory (Plan) | $29,443 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,746 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,947 | $84,556+1.6% | $116,228-26.1% | $74,304+15.7% |
| Participation rate | 87.3% | 66.0%+21.3pp | 74.6%+12.7pp | 60.3%+26.9pp |
| Annual return | 20.35% | 18.35%+2.0pp | 90.06%-69.7pp | 29.43%-9.1pp |
| Employer contribution / active EE | $860 | $2,168-60.3% | $2,994-71.3% | $2,241-61.6% |
| Participant deferral / active EE | $4,389 | $3,814+15.1% | $4,953-11.4% | $3,767+16.5% |
| Admin fee / account holder | $222 | $3,792-94.1% | $11,989-98.1% | $2,969-92.5% |