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 |
|---|---|---|
NAWROCKI SMITH LLP3 years Service code 49 · EIN 74-3216978 | Other Services | $9,000 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 · EIN 36-4517541 | Other Services | $4,496 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $2,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
Annual investment return 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 | $23,868 | $64,119-62.8% | $112,228-78.7% | $66,914-64.3% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.1%+3.7pp | 69.8%+9.0pp |
| Annual return | -19.97% | -13.81%-6.2pp | 27.45%-47.4pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,912 | $3,005-36.4% | $3,635-47.4% | $2,544-24.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $119 | $625-81.0% | $6,410-98.1% | $593-80.0% |