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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,495 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $28,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,897 | $73,638-56.7% | $95,952-66.8% | $73,488-56.6% |
| Participation rate | 81.4% | 76.2%+5.2pp | 77.1%+4.3pp | 70.7%+10.7pp |
| Annual return | 12.45% | 16.78%-4.3pp | 91.61%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,618 | $1,863-13.2% | $2,541-36.3% | $2,270-28.7% |
| Participant deferral / active EE | $3,212 | $3,617-11.2% | $4,167-22.9% | $3,740-14.1% |
| Admin fee / account holder | $179 | $482-62.8% | $6,795-97.4% | $513-65.1% |