Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,445 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $69,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,683 | $241,101-68.6% | $103,374-26.8% | $199,768-62.1% |
| Participation rate | 99.0% | 78.3%+20.8pp | 74.5%+24.5pp | 72.0%+27.0pp |
| Annual return | 17.13% | 17.80%-0.7pp | 24.89%-7.8pp | 34.26%-17.1pp |
| Employer contribution / active EE | $2,312 | $4,244-45.5% | $3,869-40.3% | $3,037-23.9% |
| Participant deferral / active EE | $7,804 | $3,958+97.2% | $5,058+54.3% | $5,090+53.3% |
| Admin fee / account holder | $108 | $288-62.5% | $8,394-98.7% | $269-60.0% |