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 | $86,303 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,195 |
MORNINGSTAR3 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 | $82,902 | $55,415+49.6% | $155,509-46.7% | $74,495+11.3% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 9.32% | 268.50%-259.2pp | 64.67%-55.3pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $3,177 | $2,267+40.1% | $4,672-32.0% | $2,623+21.1% |
| Participant deferral / active EE | $4,463 | $2,836+57.4% | $5,626-20.7% | $4,346+2.7% |
| Admin fee / account holder | $261 | $1,738-85.0% | $15,912-98.4% | $1,942-86.6% |