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 37 · EIN 04-2647786 | Loan Processing | $37,628 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,717 |
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 | $267,368 | $82,202+225.3% | $125,339+113.3% | $64,808+312.6% |
| Participation rate | 84.1% | 77.9%+6.3pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | -17.43% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $6,625 | $3,615+83.2% | $4,814+37.6% | $2,506+164.4% |
| Participant deferral / active EE | $11,076 | $7,175+54.4% | $7,446+48.7% | $4,310+157.0% |
| Admin fee / account holder | $196 | $163+19.8% | $10,010-98.0% | $188+4.1% |