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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $6,220 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0114007 | Contract Administrator | $2,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,132 | $82,664-70.8% | $125,339-80.7% | $68,494-64.8% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -15.96% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,884 | $3,381-44.3% | $4,814-60.9% | $2,596-27.4% |
| Participant deferral / active EE | $2,937 | $6,110-51.9% | $7,446-60.6% | $4,027-27.1% |
| Admin fee / account holder | $48 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |