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 INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $22,391 |
THE VANGUARD GROUP, INC.5 years Service code 37 · EIN 23-1945930 | Loan Processing | $16,133 |
AGEEFISHERBARRETT, LLC1 year Filed as: EC BARRETT, LLC Service code 10 · EIN 58-2248437 | Accounting | $13,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,739 | $79,171-46.0% | $102,423-58.3% | $74,495-42.6% |
| Participation rate | 56.6% | 74.8%-18.2pp | 76.5%-19.9pp | 67.2%-10.6pp |
| Annual return | 15.21% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,055 | $4,415-30.8% | $5,053-39.5% | $4,346-29.7% |
| Admin fee / account holder | $296 | $2,001-85.2% | $9,451-96.9% | $1,942-84.7% |