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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $109,463 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,169 |
Employer contribution per participant 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 | $140,928 | $119,446+18.0% | $150,045-6.1% | $85,563+64.7% |
| Participation rate | 91.9% | 75.4%+16.5pp | 82.3%+9.6pp | 66.0%+25.9pp |
| Annual return | 19.22% | 23.72%-4.5pp | 62.55%-43.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $395 | $4,078-90.3% | $4,693-91.6% | $2,654-85.1% |
| Participant deferral / active EE | $11,472 | $7,985+43.7% | $7,997+43.5% | $4,375+162.2% |
| Admin fee / account holder | $125 | $548-77.1% | $13,435-99.1% | $834-85.0% |