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 9-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 INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $12,890 |
ASCENSUS LLC6 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $2,032 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,322 | $79,184-54.1% | $102,438-64.5% | $74,546-51.3% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 11.24% | 54.95%-43.7pp | 29.37%-18.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $807 | $2,362-65.8% | $3,024-73.3% | $2,624-69.2% |
| Participant deferral / active EE | $2,053 | $4,414-53.5% | $5,054-59.4% | $4,347-52.8% |
| Admin fee / account holder | $23 | $2,001-98.8% | $9,448-99.8% | $1,944-98.8% |