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 INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $28,791 |
MRPR GROUP PC3 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $7,500 |
Filed as: SJS BUSINESS SERVICES INC DBA ADVAN Service code 99 31596 SCHOOLCRAFT · LIVONIA, MI 48150 | Other Fees | $4,090 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,826 | $73,638+95.3% | $95,952+49.9% | $73,488+95.7% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 17.36% | 16.78%+0.6pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,441 | $1,863+31.0% | $2,541-3.9% | $2,270+7.5% |
| Participant deferral / active EE | $4,031 | $3,617+11.5% | $4,167-3.3% | $3,740+7.8% |
| Admin fee / account holder | $295 | $482-38.9% | $6,795-95.7% | $513-42.6% |