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 | $68,037 |
EJREYNOLDS, INC.1 year Filed as: EJREYNOLDS INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD., SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,417 | $91,372-54.7% | $129,995-68.1% | $74,419-44.3% |
| Participation rate | 95.9% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.1pp |
| Annual return | 17.78% | 23.21%-5.4pp | -137.18%+155.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,410 | $2,563-45.0% | $4,320-67.4% | $2,637-46.5% |
| Participant deferral / active EE | $3,277 | $4,721-30.6% | $5,820-43.7% | $4,528-27.6% |
| Admin fee / account holder | $217 | $283-23.5% | $10,614-98.0% | $348-37.6% |