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 |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,857 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,980 | $88,890-3.3% | $102,423-16.1% | $77,643+10.7% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.5pp |
| Annual return | 14.18% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,775 | $2,698+2.9% | $3,023-8.2% | $2,726+1.8% |
| Participant deferral / active EE | $7,049 | $5,145+37.0% | $5,053+39.5% | $4,647+51.7% |
| Admin fee / account holder | $231 | $235-2.0% | $9,451-97.6% | $430-46.4% |