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 INC9+ years Service code 27 | Advisory (Plan) | $44,756 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 99 · EIN 16-1186135 | Other Fees | $13,248 |
Filed as: BUFFAMANTE WHIPPLE BUTTAFARO Service code 10 · EIN 16-1117932 | Accounting | $9,788 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,421 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,063 | $52,406+117.7% | $129,207-11.7% | $74,495+53.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 26.95% | 15.66%+11.3pp | 9417.33%-9390.4pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $3,210 | $1,531+109.8% | $4,153-22.7% | $2,623+22.4% |
| Participant deferral / active EE | $3,846 | $2,794+37.6% | $4,168-7.7% | $4,346-11.5% |
| Admin fee / account holder | $54 | $2,633-97.9% | $7,715-99.3% | $1,942-97.2% |