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 64 · EIN 04-3516284 | Recordkeeping Fees | $100,090 |
UBS FINANCIAL SERVICES INC4 years Service code 99 · EIN 13-2638166 | Other Fees | $54,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,938 | $104,317-22.4% | $159,436-49.2% | $86,799-6.8% |
| Participation rate | 92.4% | 77.7%+14.6pp | 82.8%+9.5pp | 72.3%+20.1pp |
| Annual return | 16.32% | 26.32%-10.0pp | 263.57%-247.3pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,005 | $3,451-70.9% | $4,829-79.2% | $2,405-58.2% |
| Participant deferral / active EE | $5,390 | $6,837-21.2% | $7,352-26.7% | $4,131+30.5% |
| Admin fee / account holder | $221 | $172+28.3% | $10,799-98.0% | $170+30.3% |