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 |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 26-2235829 | Advisory (Plan) | $58,771 |
ASCENSUS LLC5 years Service code 37 · EIN 11-3665754 | Loan Processing | $27,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,346 | $101,499+23.5% | $147,005-14.7% | $74,546+68.1% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.59% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,406 | $3,811-63.1% | $4,934-71.5% | $2,624-46.4% |
| Participant deferral / active EE | $11,294 | $7,304+54.6% | $8,070+40.0% | $4,347+159.8% |
| Admin fee / account holder | $266 | $1,748-84.8% | $13,006-98.0% | $1,944-86.3% |