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 37 · EIN 04-2647786 | Loan Processing | $69,429 |
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,308 | $88,890+12.8% | $102,423-2.1% | $77,643+29.2% |
| Participation rate | 71.8% | 80.9%-9.1pp | 76.5%-4.7pp | 70.6%+1.2pp |
| Annual return | 15.53% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,681 | $2,698-0.6% | $3,023-11.3% | $2,726-1.7% |
| Participant deferral / active EE | $6,885 | $5,145+33.8% | $5,053+36.3% | $4,647+48.2% |
| Admin fee / account holder | $130 | $235-44.8% | $9,451-98.6% | $430-69.8% |