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 |
|---|---|---|
ANCHIN, BLOCK & ANCHIN LLP3 years Service code 10 · EIN 13-0436940 | Accounting | $700,000 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $84,767 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,389 |
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 | $131,269 | $81,908+60.3% | $90,749+44.7% | $64,808+102.6% |
| Participation rate | 93.6% | 80.5%+13.1pp | 75.7%+17.9pp | 71.5%+22.1pp |
| Annual return | -17.83% | -12.53%-5.3pp | -12.16%-5.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,238 | $3,065+5.6% | $2,921+10.8% | $2,506+29.2% |
| Participant deferral / active EE | $11,758 | $4,840+142.9% | $4,564+157.6% | $4,310+172.8% |
| Admin fee / account holder | $137 | $157-12.7% | $8,445-98.4% | $188-26.9% |