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 | $51,363 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,108 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,997 | $73,360+79.9% | $177,989-25.8% | $74,495+77.2% |
| Participation rate | 94.9% | 66.6%+28.3pp | 77.1%+17.8pp | 67.2%+27.7pp |
| Annual return | 15.59% | 17.49%-1.9pp | 294.48%-278.9pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5,850 | $2,216+163.9% | $3,949+48.1% | $2,623+123.0% |
| Participant deferral / active EE | $10,146 | $4,513+124.8% | $6,276+61.7% | $4,346+133.5% |
| Admin fee / account holder | $284 | $1,808-84.3% | $10,363-97.3% | $1,942-85.4% |