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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,986 |
TRISTAR PENSION LTD3 years Filed as: TRISTAR PENSION, LTD Service code 49 · EIN 73-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Other Services | $16,159 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,561 | $64,871+38.1% | $129,110-30.6% | $66,914+33.8% |
| Participation rate | 90.4% | 74.0%+16.5pp | 77.3%+13.2pp | 69.8%+20.6pp |
| Annual return | -16.38% | -12.21%-4.2pp | -10.94%-5.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $5,042 | $3,741+34.8% | $5,052-0.2% | $2,544+98.2% |
| Participant deferral / active EE | $8,581 | $5,090+68.6% | $6,542+31.2% | $4,237+102.5% |
| Admin fee / account holder | $191 | $629-69.7% | $14,302-98.7% | $593-67.9% |