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 9-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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,581 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,631 | $69,477+88.0% | $94,646+38.0% | $71,457+82.8% |
| Participation rate | 81.7% | 78.4%+3.3pp | 80.8%+0.9pp | 67.9%+13.8pp |
| Annual return | 21.81% | 29.66%-7.8pp | 156.71%-134.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,540 | $2,853+24.1% | $3,672-3.6% | $2,588+36.8% |
| Participant deferral / active EE | $9,854 | $7,345+34.2% | $7,418+32.8% | $4,289+129.8% |
| Admin fee / account holder | $290 | $1,210-76.0% | $7,231-96.0% | $1,587-81.7% |