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 6-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 | $57,198 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,259 | $79,519+50.0% | $95,952+24.3% | $73,409+62.5% |
| Participation rate | 95.8% | 81.2%+14.6pp | 77.1%+18.7pp | 72.2%+23.6pp |
| Annual return | 22.53% | 19.20%+3.3pp | 91.61%-69.1pp | 59.29%-36.8pp |
| Employer contribution / active EE | $4,193 | $2,048+104.8% | $2,541+65.0% | $2,234+87.7% |
| Participant deferral / active EE | $8,021 | $4,138+93.8% | $4,167+92.5% | $3,805+110.8% |
| Admin fee / account holder | $164 | $184-11.0% | $6,795-97.6% | $158+3.9% |