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 71-0294708 | Recordkeeping Fees | $84,579 |
UBS FINANCIAL SERVICES INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $43,250 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,584 | $95,274-18.6% | $135,903-42.9% | $74,419+4.3% |
| Participation rate | 90.8% | 78.2%+12.6pp | 81.9%+8.9pp | 70.7%+20.1pp |
| Annual return | 20.18% | 32.77%-12.6pp | 68.23%-48.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $612 | $3,874-84.2% | $4,856-87.4% | $2,637-76.8% |
| Participant deferral / active EE | $5,707 | $7,782-26.7% | $7,758-26.4% | $4,528+26.0% |
| Admin fee / account holder | $182 | $266-31.6% | $10,762-98.3% | $348-47.7% |