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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,248 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,752 | $56,317+194.3% | $71,209+132.8% | $74,304+123.1% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 13.44% | 42.83%-29.4pp | 282.51%-269.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $6,103 | $2,160+182.5% | $2,721+124.3% | $2,241+172.3% |
| Participant deferral / active EE | $7,670 | $2,788+175.1% | $4,175+83.7% | $3,767+103.6% |
| Admin fee / account holder | $162 | $2,290-92.9% | $5,349-97.0% | $2,969-94.6% |