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 | $96,145 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,889 | $82,202-40.5% | $125,339-61.0% | $64,808-24.6% |
| Participation rate | 83.1% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | 26.31% | 3.48%+22.8pp | 572.05%-545.7pp | 32.82%-6.5pp |
| Employer contribution / active EE | $2,173 | $3,615-39.9% | $4,814-54.9% | $2,506-13.3% |
| Participant deferral / active EE | $7,037 | $7,175-1.9% | $7,446-5.5% | $4,310+63.3% |
| Admin fee / account holder | $137 | $163-16.0% | $10,010-98.6% | $188-27.0% |