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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,696 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $99,634 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $34,636 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 26-4310632 | Consulting | $13,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,212 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,287 | $100,589-40.1% | $136,294-55.8% | $177,276-66.0% |
| Participation rate | 95.3% | 77.4%+17.9pp | 81.9%+13.4pp | 74.8%+20.5pp |
| Annual return | 35.76% | 39.18%-3.4pp | 5155.94%-5120.2pp | 21.25%+14.5pp |
| Employer contribution / active EE | $2,111 | $3,259-35.2% | $4,695-55.0% | $2,479-14.9% |
| Participant deferral / active EE | $4,638 | $5,830-20.4% | $6,247-25.8% | $3,881+19.5% |
| Admin fee / account holder | $17 | $55-69.0% | $9,243-99.8% | $154-89.0% |