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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,286 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $68,123 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,982 | $64,612-45.9% | $86,436-59.5% | $64,808-46.0% |
| Participation rate | 93.6% | 81.5%+12.1pp | 80.3%+13.2pp | 71.5%+22.1pp |
| Annual return | -16.78% | 0.66%-17.4pp | 4394.89%-4411.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,457 | $2,744-10.5% | $3,769-34.8% | $2,506-1.9% |
| Participant deferral / active EE | $5,043 | $7,497-32.7% | $6,952-27.5% | $4,310+17.0% |
| Admin fee / account holder | $199 | $169+17.5% | $6,731-97.0% | $188+5.8% |