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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,749 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,019 | $88,890+56.4% | $102,423+35.7% | $77,643+79.0% |
| Participation rate | 70.4% | 80.9%-10.5pp | 76.5%-6.1pp | 70.6%-0.1pp |
| Annual return | 14.27% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,031 | $2,698-61.8% | $3,023-65.9% | $2,726-62.2% |
| Participant deferral / active EE | $3,501 | $5,145-32.0% | $5,053-30.7% | $4,647-24.7% |
| Admin fee / account holder | $133 | $235-43.4% | $9,451-98.6% | $430-69.1% |