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 INC6 years Service code 99 · EIN 13-2638166 | Other Fees | $25,052 |
LATITUDE SERVICE COMPANY INC4 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $5,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,268 | $88,083+12.7% | $164,813-39.8% | $74,495+33.3% |
| Participation rate | 66.7% | 73.0%-6.4pp | 78.6%-11.9pp | 67.2%-0.5pp |
| Annual return | 15.35% | 17.26%-1.9pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,298 | $2,593-11.4% | $4,341-47.1% | $2,623-12.4% |
| Participant deferral / active EE | $6,760 | $4,498+50.3% | $6,031+12.1% | $4,346+55.5% |
| Admin fee / account holder | $151 | $2,234-93.2% | $12,690-98.8% | $1,942-92.2% |