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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $71,896 |
SIKICH LLP1 year Filed as: SIKICH Service code 10 · EIN 54-1172176 | Accounting | $18,720 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,237 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,984 | $55,371+87.8% | $95,585+8.8% | $74,304+39.9% |
| Participation rate | 76.4% | 53.8%+22.6pp | 72.1%+4.3pp | 60.3%+16.1pp |
| Annual return | 15.96% | 24.26%-8.3pp | 38.56%-22.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,197 | $1,437+122.4% | $2,527+26.5% | $2,241+42.6% |
| Participant deferral / active EE | $10,689 | $2,955+261.7% | $4,023+165.7% | $3,767+183.7% |
| Admin fee / account holder | $160 | $2,620-93.9% | $6,127-97.4% | $2,969-94.6% |