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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,511 |
FGMK, LLC1+ years Service code 10 · EIN 36-2929601 | Accounting | $10,000 |
CORRELL CO.1+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $8,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,020 | $39,245+24.9% | $64,105-23.5% | $52,331-6.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 0.61% | 14.79%-14.2pp | 791.24%-790.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,999 | $736+307.3% | $1,820+64.8% | $1,882+59.4% |
| Participant deferral / active EE | $1,401 | $1,992-29.7% | $2,822-50.4% | $3,022-53.7% |
| Admin fee / account holder | $148 | $592-75.0% | $4,499-96.7% | $592-74.9% |