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 INC11+ years Filed as: UBS FINANCIAL SERVIC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
DONOVAN CPAS2 years Service code 10 · EIN 35-1356555 | Accounting | $25,515 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$414,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,749 | $145,877+21.8% | $150,045+18.5% | $102,872+72.8% |
| Participation rate | 92.6% | 79.8%+12.7pp | 82.3%+10.2pp | 73.0%+19.5pp |
| Annual return | 21.67% | 21.37%+0.3pp | 62.55%-40.9pp | 19.06%+2.6pp |
| Employer contribution / active EE | $3,847 | $4,710-18.3% | $4,693-18.0% | $3,526+9.1% |
| Participant deferral / active EE | $15,825 | $9,491+66.7% | $7,997+97.9% | $5,535+185.9% |
| Admin fee / account holder | -$73 | $176-141.6% | $13,435-100.5% | $292-125.0% |