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 37 · EIN 04-2647786 | Loan Processing | $75,458 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,012 | $106,028-33.0% | $146,958-51.7% | $77,643-8.5% |
| Participation rate | 96.0% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.4pp |
| Annual return | 14.03% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,556 | $4,063-61.7% | $4,933-68.5% | $2,726-42.9% |
| Participant deferral / active EE | $7,561 | $7,990-5.4% | $8,070-6.3% | $4,647+62.7% |
| Admin fee / account holder | $245 | $337-27.4% | $12,998-98.1% | $430-43.1% |