Filed November 9, 2021
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,148 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,522 | $99,078-19.7% | $96,544-17.6% | $74,419+6.9% |
| Participation rate | 97.7% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 17.17% | 22.48%-5.3pp | 25.84%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,498 | $2,570-2.8% | $2,965-15.7% | $2,637-5.3% |
| Participant deferral / active EE | $6,217 | $4,933+26.0% | $4,851+28.2% | $4,528+37.3% |
| Admin fee / account holder | $251 | $225+11.5% | $8,252-97.0% | $348-28.0% |