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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $84,949 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $44,650 |
EISNERAMPER LLP4 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $9,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,367 | $104,317+6.8% | $159,436-30.1% | $86,799+28.3% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.8%+13.7pp | 72.3%+24.3pp |
| Annual return | 15.81% | 26.32%-10.5pp | 263.57%-247.8pp | 97.91%-82.1pp |
| Employer contribution / active EE | $4,631 | $3,451+34.2% | $4,829-4.1% | $2,405+92.5% |
| Participant deferral / active EE | $10,560 | $6,837+54.5% | $7,352+43.6% | $4,131+155.6% |
| Admin fee / account holder | $244 | $172+41.9% | $10,799-97.7% | $170+44.2% |