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 99 · EIN 13-2638166 | Other Fees | $18,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,090 | $55,636-45.9% | $81,983-63.3% | $73,488-59.1% |
| Participation rate | 95.9% | 62.3%+33.6pp | 69.2%+26.6pp | 70.7%+25.2pp |
| Annual return | 17.17% | 19.07%-1.9pp | 41.31%-24.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,012 | $1,625-37.7% | $2,498-59.5% | $2,270-55.4% |
| Participant deferral / active EE | $2,185 | $2,762-20.9% | $3,722-41.3% | $3,740-41.6% |
| Admin fee / account holder | $56 | $493-88.5% | $5,664-99.0% | $513-89.0% |