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 Service code 55 · EIN 13-2638166 | Other Commissions | $56,678 |
WILLIAMS WILLIAMS LENTZ LLP3 years Service code 10 · EIN 61-0481842 | Accounting | $9,900 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,547 | $91,407+14.4% | $135,903-23.1% | $71,457+46.3% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 19.44% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,112 | $3,703-16.0% | $4,856-35.9% | $2,588+20.3% |
| Participant deferral / active EE | $9,293 | $7,092+31.0% | $7,758+19.8% | $4,289+116.7% |
| Admin fee / account holder | $90 | $1,266-92.9% | $10,762-99.2% | $1,587-94.3% |