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 INC8+ years Service code 16 · EIN 13-2638166 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,081 | $82,978+8.6% | $129,995-30.7% | $71,457+26.1% |
| Participation rate | 97.5% | 74.1%+23.4pp | 78.5%+19.0pp | 67.9%+29.5pp |
| Annual return | 22.89% | 20.60%+2.3pp | -137.18%+160.1pp | 28.85%-6.0pp |
| Employer contribution / active EE | $3,117 | $2,622+18.9% | $4,320-27.8% | $2,588+20.4% |
| Participant deferral / active EE | $7,791 | $4,432+75.8% | $5,820+33.9% | $4,289+81.7% |
| Admin fee / account holder | $123 | $1,729-92.9% | $10,614-98.8% | $1,587-92.3% |