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 4-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 37 · EIN 04-2647786 | Loan Processing | $108,759 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,666 | $53,136+53.7% | $155,509-47.5% | $199,593-59.1% |
| Participation rate | 85.6% | 64.1%+21.5pp | 78.2%+7.4pp | 72.0%+13.6pp |
| Annual return | 12.58% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,455 | $1,851-21.4% | $4,672-68.9% | $3,034-52.1% |
| Participant deferral / active EE | $3,565 | $3,161+12.8% | $5,626-36.6% | $5,087-29.9% |
| Admin fee / account holder | $99 | $185-46.6% | $15,912-99.4% | $269-63.2% |