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 | $4,413 |
UBS FINANCIAL SERVICES INC2+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,521 | $56,629+31.6% | $77,999-4.5% | $55,167+35.1% |
| Participation rate | 96.7% | 73.3%+23.4pp | 75.5%+21.1pp | 69.0%+27.7pp |
| Annual return | 5.67% | 2866.98%-2861.3pp | 425.96%-420.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3,156 | $1,723+83.2% | $2,470+27.8% | $1,963+60.8% |
| Participant deferral / active EE | $3,034 | $2,777+9.3% | $3,497-13.2% | $3,054-0.6% |
| Admin fee / account holder | $27 | $467-94.3% | $5,480-99.5% | $504-94.7% |