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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 PO BOX 7350 · PORTLAND, ME 041127350 | Advisory (Plan) | $71,486 |
INSURANCE PROGRAMERS, INC.3+ years Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $52,218 |
EATON PEABODY ATTORNEYS AT LAW3+ years Filed as: EATON PEABODY ATTORNEY'S ST LAW Service code 29 · EIN 01-0373027 PO BOX 1210 · BANGOR, ME 044021210 | Legal | $23,678 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $20,274 |
LECKENBY BENEFITS CONSULTING3+ years Filed as: LECKENBY BENEFITS CONSULTANTS Service code 11 · EIN 20-4457764 | Actuarial | $13,960 |
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.41% | 11.09%+2.3pp | 8.32%+5.1pp | 13.95%-0.5pp |
| Employer contribution / active EE | $8,583 | $10,980-21.8% | $30,793-72.1% | $16,598-48.3% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |