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 99 · EIN 44-4000444 | Other Fees | $20,833 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC PCM Service code 99 · EIN 11-1000111 | Other Fees | $17,200 |
SIBCY CLINE, INC.1 year Service code 99 · EIN 55-5000555 | Other Fees | $9,800 |
Filed as: LATITUDE SERVICES COMPANY, INC. Service code 99 · EIN 22-2000222 | Other Fees | $9,230 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $68 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,967 | $59,159+170.4% | $159,9600% | $66,914+139.1% |
| Participation rate | 98.8% | 68.1%+30.7pp | 78.0%+20.8pp | 69.8%+29.0pp |
| Annual return | -14.18% | -12.26%-1.9pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,408 | $1,983+21.4% | $4,226-43.0% | $2,544-5.4% |
| Participant deferral / active EE | $5,656 | $4,395+28.7% | $6,182-8.5% | $4,237+33.5% |
| Admin fee / account holder | $267 | $591-54.9% | $8,698-96.9% | $593-55.1% |