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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,240 |
WRIGHT BEVERAGE DISTRIBUTING1 year Service code 10 · EIN 16-0775330 | Accounting | $9,000 |
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 | $94,511 | $86,225+9.6% | $146,665-35.6% | $86,799+8.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 12.07% | 31.23%-19.2pp | 22.74%-10.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $1,752 | $2,392-26.8% | $4,136-57.6% | $2,405-27.2% |
| Participant deferral / active EE | $5,429 | $4,245+27.9% | $5,506-1.4% | $4,131+31.4% |
| Admin fee / account holder | $115 | $195-40.9% | $10,280-98.9% | $170-31.9% |