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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,366 | $61,272+65.4% | $149,673-32.3% | $71,457+41.9% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.5pp | 67.9%+28.3pp |
| Annual return | 19.04% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $7,333 | $2,378+208.3% | $4,818+52.2% | $2,588+183.4% |
| Participant deferral / active EE | $2,445 | $2,917-16.2% | $5,680-57.0% | $4,289-43.0% |
| Admin fee / account holder | $184 | $1,261-85.4% | $13,210-98.6% | $1,587-88.4% |