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 Service code 16 · EIN 13-2638166 | Consulting | $31,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,328 | $86,655-13.1% | $119,609-37.0% | $66,914+12.6% |
| Participation rate | 98.1% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.3pp |
| Annual return | -14.38% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,261 | $2,536+28.6% | $4,232-22.9% | $2,544+28.2% |
| Participant deferral / active EE | $8,100 | $4,358+85.9% | $5,602+44.6% | $4,237+91.2% |
| Admin fee / account holder | $234 | $755-69.0% | $10,323-97.7% | $593-60.5% |