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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $78,004 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 925 4TH AVENUE · SEATTLE, WA 98104 | Advisory (Participants) | $39,728 |
Service code 99 · EIN 74-2533381 5400 BOSQUE BLVD., SUITE 600 · WACO, TX 76710 | Other Fees | $8,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,388 | $61,156-29.1% | $185,823-76.7% | $79,386-45.3% |
| Participation rate | 94.2% | 66.6%+27.6pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 13.22% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,329 | $2,321+86.5% | $5,167-16.2% | $2,427+78.3% |
| Participant deferral / active EE | $11,228 | $2,789+302.6% | $5,568+101.7% | $4,046+177.5% |
| Admin fee / account holder | $201 | $710-71.7% | $16,237-98.8% | $626-68.0% |