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 INC11+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 26-2235829 | Advisory (Plan) | $57,400 |
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $26,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,636 | $100,923+40.3% | $150,045-5.6% | $74,304+90.6% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 16.01% | 51.77%-35.8pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,438 | $3,463-58.5% | $4,693-69.4% | $2,241-35.8% |
| Participant deferral / active EE | $11,587 | $6,709+72.7% | $7,997+44.9% | $3,767+207.6% |
| Admin fee / account holder | $263 | $2,767-90.5% | $13,435-98.0% | $2,969-91.1% |