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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $61,645 |
ANCHIN, BLOCK & ANCHIN LLP4 years Service code 10 · EIN 13-0436940 | Accounting | $52,500 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,241 |
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 | $161,515 | $71,516+125.8% | $98,439+64.1% | $71,457+126.0% |
| Participation rate | 94.1% | 72.7%+21.4pp | 75.2%+19.0pp | 67.9%+26.2pp |
| Annual return | -8.86% | 32.41%-41.3pp | 21.16%-30.0pp | 28.85%-37.7pp |
| Employer contribution / active EE | $3,986 | $2,399+66.2% | $3,048+30.8% | $2,588+54.0% |
| Participant deferral / active EE | $13,883 | $4,109+237.9% | $4,738+193.0% | $4,289+223.7% |
| Admin fee / account holder | $161 | $1,675-90.4% | $8,948-98.2% | $1,587-89.9% |