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 | $564,712 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $256,104 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $104,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,334 | $114,241-38.4% | $159,436-55.9% | $101,517-30.7% |
| Participation rate | 94.4% | 71.7%+22.7pp | 82.8%+11.6pp | 74.6%+19.9pp |
| Annual return | 17.18% | 22.81%-5.6pp | 263.57%-246.4pp | 21.00%-3.8pp |
| Employer contribution / active EE | $2,414 | $3,214-24.9% | $4,829-50.0% | $2,973-18.8% |
| Participant deferral / active EE | $5,552 | $6,307-12.0% | $7,352-24.5% | $4,873+13.9% |
| Admin fee / account holder | $78 | $81-4.0% | $10,799-99.3% | $139-44.4% |