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 5-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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,986 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,785 | $89,808+65.7% | $100,383+48.2% | $77,671+91.6% |
| Participation rate | 86.0% | 81.2%+4.8pp | 81.5%+4.5pp | 70.6%+15.4pp |
| Annual return | 16.86% | 20.62%-3.8pp | 49.26%-32.4pp | 31.21%-14.3pp |
| Employer contribution / active EE | $5,319 | $3,039+75.0% | $3,944+34.9% | $2,726+95.1% |
| Participant deferral / active EE | $13,761 | $8,284+66.1% | $8,086+70.2% | $4,648+196.1% |
| Admin fee / account holder | $102 | $174-41.7% | $7,900-98.7% | $430-76.4% |