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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $91,824 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 63 | 12b-1 Fees | $77,861 |
SWERDLIN & COMPANY1+ years Service code 13 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Contract Administrator | $14,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,532 | $70,002+103.6% | $115,037+23.9% | $52,331+172.4% |
| Participation rate | 96.3% | 72.1%+24.2pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 3.18% | 4.04%-0.9pp | 26.14%-23.0pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,667 | $2,715-38.6% | $4,608-63.8% | $1,882-11.4% |
| Participant deferral / active EE | $8,317 | $4,920+69.0% | $6,026+38.0% | $3,022+175.2% |
| Admin fee / account holder | $235 | $566-58.5% | $8,175-97.1% | $592-60.3% |