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 INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,523 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,199 |
Filed as: DAVIDSON DOYLE & HILTON LLP Service code 10 · EIN 54-1953476 | Accounting | $7,900 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,648 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,871 | $84,487-69.4% | $125,339-79.4% | $66,914-61.3% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.2pp | 69.8%+9.4pp |
| Annual return | -19.88% | -8.39%-11.5pp | 572.05%-591.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $4,908 | $3,553+38.1% | $4,814+2.0% | $2,544+92.9% |
| Participant deferral / active EE | $1,142 | $6,781-83.2% | $7,446-84.7% | $4,237-73.0% |
| Admin fee / account holder | $230 | $685-66.5% | $10,010-97.7% | $593-61.3% |