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 INC4 years Service code 55 · EIN 13-2638166 | Other Commissions | $27,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,023 | $65,061+56.8% | $143,757-29.0% | $66,914+52.5% |
| Participation rate | 86.7% | 65.2%+21.5pp | 80.3%+6.4pp | 69.8%+16.9pp |
| Annual return | -17.09% | -11.14%-6.0pp | -0.04%-17.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $6,071 | $2,361+157.2% | $4,951+22.6% | $2,544+138.6% |
| Participant deferral / active EE | $6,075 | $2,919+108.1% | $5,637+7.8% | $4,237+43.4% |
| Admin fee / account holder | $81 | $502-83.9% | $14,673-99.4% | $593-86.4% |