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 INC4 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $13,152 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,341 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,927 | $71,883-29.2% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 90.3% | 72.2%+18.0pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -19.27% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,143 | $2,173-47.4% | $2,836-59.7% | $2,596-56.0% |
| Participant deferral / active EE | $4,320 | $3,779+14.3% | $4,656-7.2% | $4,027+7.3% |
| Admin fee / account holder | $246 | $6,112-96.0% | $7,493-96.7% | $5,403-95.4% |