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 INC3 years Service code 55 · EIN 13-2638166 | Other Commissions | $28,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,548 |
BOWERS & COMPANY CPAS PLLC2 years Filed as: BOWERS & COMPANY Service code 10 · EIN 20-1317788 | Accounting | $8,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,014 | $61,156+99.5% | $185,823-34.3% | $79,386+53.7% |
| Participation rate | 93.9% | 66.6%+27.2pp | 81.7%+12.2pp | 70.7%+23.2pp |
| Annual return | 16.08% | 19.45%-3.4pp | 122.05%-106.0pp | 116.85%-100.8pp |
| Employer contribution / active EE | $5,211 | $2,321+124.6% | $5,167+0.9% | $2,427+114.7% |
| Participant deferral / active EE | $6,667 | $2,789+139.1% | $5,568+19.7% | $4,046+64.8% |
| Admin fee / account holder | $120 | $710-83.2% | $16,237-99.3% | $626-80.9% |