Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,714 | $79,184+25.9% | $102,438-2.7% | $74,546+33.8% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 24.55% | 54.95%-30.4pp | 29.37%-4.8pp | 1366.03%-1341.5pp |
| Employer contribution / active EE | $4,660 | $2,362+97.3% | $3,024+54.1% | $2,624+77.6% |
| Participant deferral / active EE | $6,703 | $4,414+51.9% | $5,054+32.6% | $4,347+54.2% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,448-98.8% | $1,944-94.1% |