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 INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $42,433 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,901 | $58,264+38.9% | $86,612-6.6% | $71,457+13.2% |
| Participation rate | 97.2% | 65.0%+32.2pp | 71.7%+25.5pp | 67.9%+29.3pp |
| Annual return | 21.19% | 21.63%-0.4pp | 591.07%-569.9pp | 28.85%-7.7pp |
| Employer contribution / active EE | $4,421 | $2,574+71.8% | $3,022+46.3% | $2,588+70.9% |
| Participant deferral / active EE | $7,769 | $3,436+126.1% | $4,438+75.1% | $4,289+81.1% |
| Admin fee / account holder | $289 | $1,057-72.6% | $5,614-94.8% | $1,587-81.8% |