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 13 · EIN 42-0127290 | Contract Administrator | $66,687 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,593 | $99,957-23.4% | $149,696-48.8% | $73,488+4.2% |
| Participation rate | 75.2% | 75.7%-0.5pp | 82.5%-7.3pp | 70.7%+4.5pp |
| Annual return | 17.64% | 53.87%-36.2pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,524 | $3,191-52.2% | $4,644-67.2% | $2,270-32.9% |
| Participant deferral / active EE | $6,735 | $6,073+10.9% | $6,842-1.6% | $3,740+80.1% |
| Admin fee / account holder | $257 | $551-53.2% | $9,309-97.2% | $513-49.8% |