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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,843 |
UBS FINANCIAL SERVICES INC4 years Filed as: USB FINANCIAL SERVICES INC Service code 27 | Advisory (Plan) | $24,401 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,244 | $71,142-47.6% | $119,609-68.9% | $64,808-42.5% |
| Participation rate | 94.0% | 78.6%+15.4pp | 79.3%+14.7pp | 71.5%+22.5pp |
| Annual return | -0.89% | -10.01%+9.1pp | -14.97%+14.1pp | 32.82%-33.7pp |
| Employer contribution / active EE | $1,382 | $2,497-44.7% | $4,232-67.3% | $2,506-44.9% |
| Participant deferral / active EE | $3,136 | $4,490-30.1% | $5,602-44.0% | $4,310-27.2% |
| Admin fee / account holder | $204 | $162+25.5% | $10,323-98.0% | $188+8.4% |