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 |
|---|---|---|
GOLDGRAB CPA PLLC4 years Service code 10 46 STAUDEMAN AVE · LYNBROOK, NY 11563 | Accounting | $27,032 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,896 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $15,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,823 | $122,239+110.1% | $184,203+39.4% | $74,495+244.8% |
| Participation rate | 84.2% | 85.5%-1.2pp | 86.8%-2.6pp | 67.2%+17.0pp |
| Annual return | 16.63% | 19.95%-3.3pp | 28.81%-12.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $17,360 | $7,139+143.2% | $9,131+90.1% | $4,346+299.5% |
| Admin fee / account holder | $251 | $1,260-80.1% | $13,901-98.2% | $1,942-87.1% |