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 55 · EIN 13-2638166 | Other Commissions | $30,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,919 | $93,182-22.8% | $146,665-51.0% | $79,386-9.4% |
| Participation rate | 88.6% | 76.4%+12.2pp | 80.1%+8.6pp | 70.7%+17.9pp |
| Annual return | 14.70% | 21.61%-6.9pp | 22.74%-8.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,818 | $2,420+16.5% | $4,136-31.9% | $2,427+16.1% |
| Participant deferral / active EE | $5,848 | $4,169+40.3% | $5,506+6.2% | $4,046+44.6% |
| Admin fee / account holder | $7 | $585-98.8% | $10,280-99.9% | $626-98.9% |