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 37 · EIN 04-2647786 | Loan Processing | $525 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,885 | $70,002+35.5% | $115,037-17.5% | $52,331+81.3% |
| Participation rate | 85.1% | 72.1%+13.0pp | 81.4%+3.8pp | 68.1%+17.0pp |
| Annual return | 1.92% | 4.04%-2.1pp | 26.14%-24.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $4,861 | $2,715+79.0% | $4,608+5.5% | $1,882+158.3% |
| Participant deferral / active EE | $8,477 | $4,920+72.3% | $6,026+40.7% | $3,022+180.5% |
| Admin fee / account holder | $4 | $566-99.2% | $8,175-99.9% | $592-99.3% |