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 · EIN 13-2638166 | Advisory (Plan) | $41,854 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,866 |
MAHONEY CPAS3 years Service code 10 · EIN 41-1647057 | Accounting | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,746 | $59,417-18.0% | $93,606-47.9% | $74,495-34.6% |
| Participation rate | 76.1% | 59.7%+16.5pp | 68.7%+7.4pp | 67.2%+8.9pp |
| Annual return | 14.12% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $135 | $1,264-89.3% | $2,420-94.4% | $2,623-94.9% |
| Participant deferral / active EE | $5,563 | $3,050+82.4% | $4,411+26.1% | $4,346+28.0% |
| Admin fee / account holder | $292 | $3,021-90.3% | $8,285-96.5% | $1,942-84.9% |