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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $92,739 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,263 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,617 |
WILLIAM VAUGHAN COMPANY3 years Service code 10 · EIN 34-1145015 | Accounting | $18,000 |
APPLE GROWTH PARTNERS7+ years Service code 27 · EIN 34-1082617 | Advisory (Plan) | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,397 | $72,254+22.3% | $86,677+2.0% | $64,808+36.4% |
| Participation rate | 85.5% | 80.4%+5.1pp | 76.6%+9.0pp | 71.5%+14.1pp |
| Annual return | 4.09% | 392.42%-388.3pp | 35.91%-31.8pp | 32.82%-28.7pp |
| Employer contribution / active EE | $1,751 | $2,393-26.8% | $2,836-38.3% | $2,506-30.1% |
| Participant deferral / active EE | $3,115 | $4,658-33.1% | $4,656-33.1% | $4,310-27.7% |
| Admin fee / account holder | $246 | $174+41.3% | $7,493-96.7% | $188+30.8% |