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 INC10+ years Filed as: UBS FINANCIAL SERVICES INC PAYMENT Service code 16 · EIN 13-2638166 | Consulting | $36,712 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,714 | $79,171+25.9% | $102,423-2.6% | $74,495+33.9% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 24.55% | 54.93%-30.4pp | 29.32%-4.8pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $4,660 | $2,362+97.3% | $3,023+54.1% | $2,623+77.7% |
| Participant deferral / active EE | $6,703 | $4,415+51.8% | $5,053+32.7% | $4,346+54.3% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,451-98.8% | $1,942-94.1% |