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 INC2 years Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 15 PO BOX 198928 · NASHVILLE, TN 37238 | Recordkeeping | $23,110 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,104 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,116 | $91,407-33.1% | $135,903-55.0% | $71,457-14.5% |
| Participation rate | 96.5% | 75.7%+20.9pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 16.40% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,384 | $7,092-24.1% | $7,758-30.6% | $4,289+25.5% |
| Admin fee / account holder | $216 | $1,266-82.9% | $10,762-98.0% | $1,587-86.4% |