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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,859 |
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 | $322,303 | $95,274+238.3% | $135,903+137.2% | $74,419+333.1% |
| Participation rate | 85.0% | 78.2%+6.9pp | 81.9%+3.1pp | 70.7%+14.3pp |
| Annual return | 17.31% | 32.77%-15.5pp | 68.23%-50.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $6,739 | $3,874+73.9% | $4,856+38.8% | $2,637+155.5% |
| Participant deferral / active EE | $12,545 | $7,782+61.2% | $7,758+61.7% | $4,528+177.1% |
| Admin fee / account holder | $126 | $266-52.7% | $10,762-98.8% | $348-63.8% |