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 |
|---|---|---|
UNITED INCOME1 year Service code 27 · EIN 81-2922803 | Advisory (Plan) | $9,615 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,119 | $52,953+123.1% | $172,739-31.6% | $65,185+81.2% |
| Participation rate | 98.8% | 66.2%+32.6pp | 82.6%+16.1pp | 70.2%+28.6pp |
| Annual return | 17.83% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $2,064 | $2,190-5.7% | $5,143-59.9% | $2,177-5.2% |
| Participant deferral / active EE | $3,608 | $2,471+46.0% | $5,198-30.6% | $3,514+2.7% |
| Admin fee / account holder | $55 | $472-88.4% | $13,954-99.6% | $847-93.5% |