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) | $42,348 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,576 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,430 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,453 | $108,549+46.9% | $156,263+2.0% | $85,563+86.4% |
| Participation rate | 96.4% | 77.1%+19.3pp | 78.9%+17.5pp | 66.0%+30.4pp |
| Annual return | 15.94% | 21.79%-5.9pp | 59.47%-43.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,885 | $2,690-29.9% | $4,333-56.5% | $2,654-29.0% |
| Participant deferral / active EE | $7,875 | $4,800+64.1% | $6,158+27.9% | $4,375+80.0% |
| Admin fee / account holder | $163 | $650-75.0% | $14,255-98.9% | $834-80.5% |