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 | $230,673 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $96,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,954 | $110,699-44.9% | $177,821-65.7% | $90,288-32.5% |
| Participation rate | 96.3% | 88.3%+7.9pp | 87.7%+8.6pp | 73.4%+22.9pp |
| Annual return | 24.23% | 22.79%+1.4pp | 48.32%-24.1pp | 53.97%-29.7pp |
| Employer contribution / active EE | $4,672 | $4,118+13.4% | $5,918-21.1% | $2,524+85.1% |
| Participant deferral / active EE | $6,703 | $6,731-0.4% | $7,714-13.1% | $4,232+58.4% |
| Admin fee / account holder | $146 | $90+62.0% | $12,427-98.8% | $114+27.9% |