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 INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $117,825 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,834 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,860 | $108,719+13.0% | $101,326+21.3% | $85,563+43.6% |
| Participation rate | 87.5% | 80.9%+6.6pp | 81.5%+6.0pp | 66.0%+21.6pp |
| Annual return | 21.55% | 20.95%+0.6pp | 36.82%-15.3pp | 31.51%-10.0pp |
| Employer contribution / active EE | $4,261 | $3,114+36.8% | $3,665+16.2% | $2,654+60.6% |
| Participant deferral / active EE | $10,797 | $8,545+26.4% | $7,994+35.1% | $4,375+146.8% |
| Admin fee / account holder | $151 | $685-77.9% | $11,185-98.6% | $834-81.9% |