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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $84,018 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $57,239 |
EISNERAMPER LLP5 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES8+ 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 | $89,015 | $82,202+8.3% | $125,339-29.0% | $64,808+37.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.55% | 3.48%-18.0pp | 572.05%-586.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,671 | $3,615+29.2% | $4,814-3.0% | $2,506+86.4% |
| Participant deferral / active EE | $11,060 | $7,175+54.1% | $7,446+48.5% | $4,310+156.6% |
| Admin fee / account holder | $246 | $163+50.4% | $10,010-97.5% | $188+30.8% |