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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,904 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $82,978-37.6% | $129,995-60.1% | $71,457-27.5% |
| Participation rate | 93.5% | 74.1%+19.5pp | 78.5%+15.0pp | 67.9%+25.6pp |
| Annual return | 22.79% | 20.60%+2.2pp | -137.18%+160.0pp | 28.85%-6.1pp |
| Employer contribution / active EE | $2,689 | $2,622+2.6% | $4,320-37.8% | $2,588+3.9% |
| Participant deferral / active EE | $5,190 | $4,432+17.1% | $5,820-10.8% | $4,289+21.0% |
| Admin fee / account holder | $218 | $1,729-87.4% | $10,614-97.9% | $1,587-86.3% |