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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,249 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,942 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,475 | $71,964+109.1% | $167,512-10.2% | $85,563+75.9% |
| Participation rate | 94.9% | 61.0%+34.0pp | 77.1%+17.9pp | 66.0%+29.0pp |
| Annual return | 17.46% | 18.83%-1.4pp | 1615.79%-1598.3pp | 31.51%-14.1pp |
| Employer contribution / active EE | $4,000 | $1,875+113.4% | $3,882+3.0% | $2,654+50.7% |
| Participant deferral / active EE | $9,383 | $4,110+128.3% | $6,405+46.5% | $4,375+114.5% |
| Admin fee / account holder | $75 | $815-90.8% | $9,769-99.2% | $834-91.0% |