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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,059 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,482 | $60,323+164.4% | $81,812+94.9% | $74,495+114.1% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.3%+15.2pp | 67.2%+20.4pp |
| Annual return | 11.83% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,906 | $2,620+87.2% | $2,912+68.5% | $2,623+87.0% |
| Participant deferral / active EE | $6,537 | $3,387+93.0% | $4,319+51.4% | $4,346+50.4% |
| Admin fee / account holder | $127 | $1,486-91.4% | $7,386-98.3% | $1,942-93.5% |