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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,889 | $128,603+88.1% | $197,124+22.7% | $67,986+255.8% |
| Participation rate | 95.5% | 81.7%+13.9pp | 86.7%+8.8pp | 57.2%+38.3pp |
| Annual return | 18.63% | 23.77%-5.1pp | 44.34%-25.7pp | 31.67%-13.0pp |
| Employer contribution / active EE | $10,052 | $4,379+129.5% | $6,227+61.4% | $2,019+398.0% |
| Participant deferral / active EE | $15,197 | $6,840+122.2% | $9,135+66.4% | $3,358+352.6% |
| Admin fee / account holder | -$37 | $3,035-101.2% | $16,298-100.2% | $3,203-101.1% |