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 INC4+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $231,507 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $27,975 |
MSPC4+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $11,000 |
ISSI4+ years Service code 16 · EIN 23-2182079 | Consulting | $9,419 |
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 | $66,601-100.0% | $92,893-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 3.11% | 92.58%-89.5pp | 109.41%-106.3pp | 378.56%-375.4pp |
| Employer contribution / active EE | $8,121 | $2,775+192.6% | $3,653+122.3% | $2,148+278.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |