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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,636 | $96,484+11.6% | $156,263-31.1% | $74,304+44.9% |
| Participation rate | 97.1% | 67.7%+29.4pp | 78.9%+18.2pp | 60.3%+36.7pp |
| Annual return | 20.91% | 17.73%+3.2pp | 59.47%-38.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $4,019 | $2,528+58.9% | $4,333-7.3% | $2,241+79.3% |
| Participant deferral / active EE | $9,933 | $4,286+131.7% | $6,158+61.3% | $3,767+163.7% |
| Admin fee / account holder | $140 | $3,728-96.2% | $14,255-99.0% | $2,969-95.3% |