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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,063 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$10,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,030 | $102,317+202.0% | $146,958+110.3% | $80,856+282.2% |
| Participation rate | 64.4% | 75.8%-11.5pp | 82.2%-17.8pp | 67.6%-3.3pp |
| Annual return | 15.98% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,399 | $3,713-62.3% | $4,933-71.6% | $2,755-49.2% |
| Participant deferral / active EE | $6,608 | $6,644-0.5% | $8,070-18.1% | $4,296+53.8% |
| Admin fee / account holder | $285 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |