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 INC5 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $13,415 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,829 | $80,968-24.9% | $96,544-37.0% | $75,163-19.1% |
| Participation rate | 94.1% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+26.9pp |
| Annual return | 16.76% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,268 | $2,282-44.4% | $2,965-57.2% | $2,670-52.5% |
| Participant deferral / active EE | $4,598 | $3,928+17.1% | $4,851-5.2% | $4,125+11.5% |
| Admin fee / account holder | $258 | $6,724-96.2% | $8,252-96.9% | $5,651-95.4% |