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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,547 |
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 | $357,881 | $106,028+237.5% | $146,958+143.5% | $77,643+360.9% |
| Participation rate | 75.6% | 78.4%-2.8pp | 82.2%-6.6pp | 70.6%+5.0pp |
| Annual return | 14.84% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $6,664 | $4,063+64.0% | $4,933+35.1% | $2,726+144.5% |
| Participant deferral / active EE | $11,994 | $7,990+50.1% | $8,070+48.6% | $4,647+158.1% |
| Admin fee / account holder | $108 | $337-68.1% | $12,998-99.2% | $430-75.0% |