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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $76,810 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,088 | $56,638+129.7% | $169,368-23.2% | $74,419+74.8% |
| Participation rate | 89.1% | 67.5%+21.6pp | 77.1%+12.0pp | 70.7%+18.4pp |
| Annual return | 26.67% | 24.75%+1.9pp | 405.60%-378.9pp | 34.38%-7.7pp |
| Employer contribution / active EE | $3,665 | $2,027+80.8% | $4,013-8.7% | $2,637+39.0% |
| Participant deferral / active EE | $8,358 | $4,223+97.9% | $6,221+34.3% | $4,528+84.6% |
| Admin fee / account holder | $87 | $307-71.6% | $9,003-99.0% | $348-75.0% |