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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $93,939 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,510 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,237 | $62,624+123.9% | $177,989-21.2% | $77,643+80.6% |
| Participation rate | 92.1% | 66.8%+25.3pp | 77.1%+15.0pp | 70.6%+21.5pp |
| Annual return | 21.56% | 16.16%+5.4pp | 294.48%-272.9pp | 31.24%-9.7pp |
| Employer contribution / active EE | $4,006 | $1,909+109.9% | $3,949+1.5% | $2,726+47.0% |
| Participant deferral / active EE | $9,037 | $4,219+114.2% | $6,276+44.0% | $4,647+94.5% |
| Admin fee / account holder | $80 | $386-79.2% | $10,363-99.2% | $430-81.3% |