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 INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $24,027 |
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,859 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,422 | $61,272+70.4% | $149,673-30.2% | $71,457+46.1% |
| Participation rate | 90.6% | 62.5%+28.1pp | 78.8%+11.9pp | 67.9%+22.7pp |
| Annual return | 11.63% | 35.85%-24.2pp | 134.42%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $9,072 | $2,378+281.4% | $4,818+88.3% | $2,588+250.6% |
| Participant deferral / active EE | $3,770 | $2,917+29.2% | $5,680-33.6% | $4,289-12.1% |
| Admin fee / account holder | $273 | $1,261-78.4% | $13,210-97.9% | $1,587-82.8% |