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) | $98,721 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,898 |
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 | $113,427 | $50,458+124.8% | $159,960-29.1% | $64,808+75.0% |
| Participation rate | 89.0% | 68.0%+21.0pp | 78.0%+11.1pp | 71.5%+17.6pp |
| Annual return | -23.57% | -13.42%-10.1pp | 408.60%-432.2pp | 32.82%-56.4pp |
| Employer contribution / active EE | $2,989 | $1,722+73.6% | $4,226-29.3% | $2,506+19.3% |
| Participant deferral / active EE | $8,219 | $4,004+105.3% | $6,182+32.9% | $4,310+90.7% |
| Admin fee / account holder | $142 | $706-79.8% | $8,698-98.4% | $188-24.2% |