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 INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD # 6 · WEEHAWKEN, NJ 070866761 | Consulting Fees | $19,058 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 70 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Consulting Fees | $1,451 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,705 | $60,124-20.7% | $90,404-47.2% | $79,858-40.3% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 11.31% | 71.94%-60.6pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,262-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $3,901 | $2,938+32.8% | $3,963-1.6% | $3,740+4.3% |
| Admin fee / account holder | $91 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |