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 |
|---|---|---|
Filed as: USB FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $50,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $14,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,270 | $120,057-62.3% | $75,696-40.2% | $93,030-51.3% |
| Participation rate | 93.5% | 77.3%+16.2pp | 74.8%+18.7pp | 73.9%+19.6pp |
| Annual return | 14.42% | 19.62%-5.2pp | 104.53%-90.1pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,181 | $3,253-63.7% | $2,743-56.9% | $2,706-56.4% |
| Participant deferral / active EE | $3,489 | $4,089-14.7% | $3,821-8.7% | $4,562-23.5% |
| Admin fee / account holder | $26 | $81-68.6% | $3,619-99.3% | $152-83.2% |