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 |
|---|---|---|
UNITED BENEFIT PENSIONS INC.3 years Service code 49 · EIN 36-4517541 | Other Services | $9,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,027 | $76,670-63.4% | $96,683-71.0% | $71,457-60.8% |
| Participation rate | 91.0% | 66.6%+24.5pp | 74.3%+16.7pp | 67.9%+23.1pp |
| Annual return | 18.82% | 48.29%-29.5pp | 35.69%-16.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,228 | $3,031-59.5% | $3,737-67.1% | $2,588-52.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $97 | $2,028-95.2% | $6,730-98.6% | $1,587-93.9% |