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 FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $36,006 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,698 |
Filed as: BRADY WARE & SCHOENFELD, INC. Service code 14 · EIN 35-1476702 | Plan Administrator | $22,695 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,343 | $88,890+59.0% | $102,423+38.0% | $77,643+82.0% |
| Participation rate | 89.6% | 80.9%+8.7pp | 76.5%+13.1pp | 70.6%+19.0pp |
| Annual return | 14.13% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,363 | $2,698-12.4% | $3,023-21.8% | $2,726-13.3% |
| Participant deferral / active EE | $6,271 | $5,145+21.9% | $5,053+24.1% | $4,647+34.9% |
| Admin fee / account holder | $154 | $235-34.7% | $9,451-98.4% | $430-64.3% |