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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,059 |
ANCHIN, BLOCK & ANCHIN LLP5 years Service code 10 · EIN 13-0436940 | Accounting | $31,500 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,410 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $16,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,072 | $92,055+88.0% | $106,213+62.9% | $77,643+122.9% |
| Participation rate | 67.8% | 81.0%-13.2pp | 75.3%-7.5pp | 70.6%-2.8pp |
| Annual return | 18.10% | 17.91%+0.2pp | 116.14%-98.0pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,055 | $3,367-9.3% | $3,171-3.7% | $2,726+12.1% |
| Participant deferral / active EE | $10,279 | $5,386+90.9% | $5,016+104.9% | $4,647+121.2% |
| Admin fee / account holder | $216 | $219-1.5% | $11,033-98.0% | $430-49.9% |