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 INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $199,306 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $55,997 |
MSPC2+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $10,750 |
ISSI2+ years Service code 16 · EIN 23-2182079 | Consulting | $8,456 |
THE SEGAL COMPANY1 year Filed as: SEGAL CO. Service code 16 · EIN 13-1835864 | Consulting | $5,570 |
Annual investment return 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 | $0 | $58,726-100.0% | $92,233-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 10.03% | 43.62%-33.6pp | 176.28%-166.2pp | 28.90%-18.9pp |
| Employer contribution / active EE | $8,042 | $2,392+236.2% | $3,679+118.6% | $2,042+293.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |