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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,989 |
ASCENSUS LLC7 years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $11,240 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 13 | Contract Administrator | $9,540 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $9,510 |
Annual investment return 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 | $21,455 | $60,261-64.4% | $81,783-73.8% | $74,546-71.2% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.4%+27.2pp | 67.2%+32.3pp |
| Annual return | 10.06% | 16.88%-6.8pp | 775.05%-765.0pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,349 | $3,388-1.1% | $4,320-22.5% | $4,347-23.0% |
| Admin fee / account holder | $167 | $1,482-88.8% | $7,380-97.7% | $1,944-91.4% |