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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 28 3560 LENOX ROAD NE · ATLANTA, GA 303264266 | Investment Management | $84,228 |
COMERICA BANK4 years Service code 21 · EIN 47-7305132 | Bank Trustee | $46,347 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 9.10% | 8.76%+0.3pp | 5.62%+3.5pp | 8.76%+0.3pp |
| Employer contribution / active EE | $7,845 | $16,627-52.8% | $37,825-79.3% | $16,627-52.8% |
| Participant deferral / active EE | $0 | $888-100.0% | $0 | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |