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 42-0127290 | Contract Administrator | $76,170 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,844 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $71,798 | $47,126+52.4% | $149,673-52.0% | $74,419-3.5% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 10.76% | 22.75%-12.0pp | 134.42%-123.7pp | 34.38%-23.6pp |
| Employer contribution / active EE | $2,950 | $1,905+54.8% | $4,818-38.8% | $2,637+11.8% |
| Participant deferral / active EE | $3,807 | $2,728+39.6% | $5,680-33.0% | $4,528-15.9% |
| Admin fee / account holder | $215 | $343-37.2% | $13,210-98.4% | $348-38.1% |