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 6-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 |
|---|---|---|
Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $33,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,308 | $58,320+53.1% | $86,436+3.3% | $66,914+33.5% |
| Participation rate | 97.1% | 78.6%+18.5pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -15.46% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,447 | $2,615+70.0% | $3,769+18.0% | $2,544+74.8% |
| Participant deferral / active EE | $7,936 | $6,899+15.0% | $6,952+14.2% | $4,237+87.3% |
| Admin fee / account holder | $101 | $546-81.5% | $6,731-98.5% | $593-83.0% |