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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 39-6436442 | Recordkeeping | $129,115 |
HAYS FINANCIAL GROUP1+ years Filed as: HAYS INVESTMENT ADVISORS, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $50,000 |
ACCREDITED INVESTORS INC.1+ years Filed as: ACCREDITED INVESTORS, LLC Service code 27 · EIN 41-1581164 | Advisory (Plan) | $15,528 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $6,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,396 | $88,324+117.8% | $115,037+67.2% | $55,191+248.6% |
| Participation rate | 97.0% | 72.5%+24.4pp | 81.4%+15.6pp | 69.2%+27.8pp |
| Annual return | 0.93% | 6.30%-5.4pp | 26.14%-25.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $8,428 | $2,805+200.5% | $4,608+82.9% | $1,899+343.9% |
| Participant deferral / active EE | $7,774 | $5,042+54.2% | $6,026+29.0% | $3,046+155.2% |
| Admin fee / account holder | $106 | $105+0.2% | $8,175-98.7% | $91+16.3% |