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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $134,851 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $66,157 |
PICKETT, CHANEY & MCMULLEN LLP7+ years Service code 10 · EIN 48-1246310 | Accounting | $8,050 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $161,909 | $104,317+55.2% | $159,436+1.6% | $86,799+86.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 12.60% | 26.32%-13.7pp | 263.57%-251.0pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,315 | $3,451-32.9% | $4,829-52.1% | $2,405-3.7% |
| Participant deferral / active EE | $8,278 | $6,837+21.1% | $7,352+12.6% | $4,131+100.4% |
| Admin fee / account holder | $190 | $172+10.4% | $10,799-98.2% | $170+12.2% |