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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,090 |
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 | $305,221 | $104,317+192.6% | $159,436+91.4% | $86,799+251.6% |
| Participation rate | 82.3% | 77.7%+4.6pp | 82.8%-0.5pp | 72.3%+10.0pp |
| Annual return | 13.50% | 26.32%-12.8pp | 263.57%-250.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $5,545 | $3,451+60.7% | $4,829+14.8% | $2,405+130.5% |
| Participant deferral / active EE | $9,550 | $6,837+39.7% | $7,352+29.9% | $4,131+131.2% |
| Admin fee / account holder | $133 | $172-22.7% | $10,799-98.8% | $170-21.5% |