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 Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $204,401 |
ORIENTAL PENSION CONSULTANTS4+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $31,495 |
LANDA UMPIERRE PSC3 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $9,459 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $281,343 | $89,652+213.8% | $141,162+99.3% | $65,185+331.6% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.5%+7.7pp | 70.2%+20.0pp |
| Annual return | 2.80% | 32.79%-30.0pp | 71.39%-68.6pp | 29.38%-26.6pp |
| Employer contribution / active EE | $7,223 | $3,065+135.7% | $4,735+52.5% | $2,177+231.8% |
| Participant deferral / active EE | $6,541 | $5,691+14.9% | $6,709-2.5% | $3,514+86.1% |
| Admin fee / account holder | $283 | $569-50.1% | $10,261-97.2% | $847-66.5% |