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 60 · EIN 04-2647786 | Sub-TA Fees | $31,024 |
UBS FINANCIAL SERVICES INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $28,424 |
Employer contribution per participant 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 | $109,750 | $81,474+34.7% | $133,956-18.1% | $73,488+49.3% |
| Participation rate | 79.1% | 76.4%+2.7pp | 79.8%-0.8pp | 70.7%+8.4pp |
| Annual return | 15.33% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,838 | $3,786+27.8% | $5,048-4.2% | $3,740+29.4% |
| Admin fee / account holder | $155 | $713-78.2% | $8,927-98.3% | $513-69.8% |