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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 70 · EIN 13-2638166 1000 HARBOR BLVD #6 · WEEHAWKEN, NJ 07086 | Consulting Fees | $20,359 |
TIAA8+ years Service code 70 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Consulting Fees | $1,419 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 58-0566126 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,851 | $54,350-21.2% | $82,719-48.2% | $68,494-37.4% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -17.08% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,039 | $2,218-53.2% | $3,009-65.5% | $2,596-60.0% |
| Participant deferral / active EE | $5,344 | $3,246+64.6% | $4,395+21.6% | $4,027+32.7% |
| Admin fee / account holder | $98 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |