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% | $184,200+39.4% | $74,546+244.5% |
| Participation rate | 84.2% | 85.5%-1.2pp | 86.8%-2.6pp | 67.2%+17.0pp |
| Annual return | 16.63% | 19.95%-3.3pp | 28.80%-12.2pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $17,360 | $7,139+143.2% | $9,132+90.1% | $4,347+299.3% |
| Admin fee / account holder | $251 | $1,260-80.1% | $13,907-98.2% | $1,944-87.1% |