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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $250,177 |
ORIENTAL PENSION CONSULTANTS3+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $38,277 |
LANDA UMPIERRE PSC2 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $9,459 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,445 | $73,102+244.0% | $123,544+103.5% | $56,287+346.7% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.9pp |
| Annual return | 9.21% | 3.01%+6.2pp | 119.20%-110.0pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,019 | $2,977-65.8% | $4,628-78.0% | $2,111-51.7% |
| Participant deferral / active EE | $5,845 | $5,423+7.8% | $6,426-9.0% | $3,350+74.5% |
| Admin fee / account holder | $287 | $554-48.2% | $9,284-96.9% | $521-44.9% |