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 | $63,777 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,532 |
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 | $126,048 | $185,342-32.0% | $111,297+13.3% | $86,799+45.2% |
| Participation rate | 94.2% | 81.0%+13.2pp | 77.3%+16.9pp | 72.3%+21.9pp |
| Annual return | 11.23% | 500.80%-489.6pp | 54.65%-43.4pp | 97.91%-86.7pp |
| Employer contribution / active EE | $2,329 | $2,246+3.7% | $2,731-14.7% | $2,405-3.2% |
| Participant deferral / active EE | $6,696 | $4,458+50.2% | $4,487+49.2% | $4,131+62.1% |
| Admin fee / account holder | $143 | $255-43.8% | $7,964-98.2% | $170-15.4% |