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 52 · EIN 04-1590850 | Indirect Investment Fees | $111,094 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,039 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,184 | $60,545+90.2% | $92,233+24.9% | $69,631+65.4% |
| Participation rate | 97.5% | 72.2%+25.4pp | 76.5%+21.1pp | 70.7%+26.9pp |
| Annual return | 20.53% | 19.71%+0.8pp | 176.28%-155.7pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $4,811 | $2,633+82.7% | $3,679+30.8% | $2,032+136.7% |
| Participant deferral / active EE | $7,586 | $2,828+168.3% | $3,897+94.7% | $3,224+135.3% |
| Admin fee / account holder | $297 | $145+105.2% | $5,194-94.3% | $110+169.0% |