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) | $45,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,341 | $61,156+75.5% | $185,823-42.2% | $79,386+35.2% |
| Participation rate | 94.4% | 66.6%+27.8pp | 81.7%+12.7pp | 70.7%+23.7pp |
| Annual return | 12.27% | 19.45%-7.2pp | 122.05%-109.8pp | 116.85%-104.6pp |
| Employer contribution / active EE | $5,884 | $2,321+153.6% | $5,167+13.9% | $2,427+142.4% |
| Participant deferral / active EE | $2,068 | $2,789-25.8% | $5,568-62.9% | $4,046-48.9% |
| Admin fee / account holder | $197 | $710-72.3% | $16,237-98.8% | $626-68.6% |