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 5-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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,597 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,325 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,040 | $84,487+14.9% | $125,339-22.6% | $66,914+45.0% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | -14.11% | -8.39%-5.7pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,737 | $3,553-51.1% | $4,814-63.9% | $2,544-31.7% |
| Participant deferral / active EE | $12,140 | $6,781+79.0% | $7,446+63.0% | $4,237+186.5% |
| Admin fee / account holder | $64 | $685-90.7% | $10,010-99.4% | $593-89.2% |