Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $17,500 |
Filed as: PLAN DESIGN CONSULTANTS, INC Service code 49 | Other Services | $5,547 |
Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,410 | $101,499-12.9% | $147,005-39.9% | $74,546+18.6% |
| Participation rate | 76.4% | 75.5%+0.8pp | 82.2%-5.8pp | 67.2%+9.2pp |
| Annual return | 14.01% | 8732.34%-8718.3pp | 418.76%-404.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $702 | $3,811-81.6% | $4,934-85.8% | $2,624-73.3% |
| Participant deferral / active EE | $7,193 | $7,304-1.5% | $8,070-10.9% | $4,347+65.5% |
| Admin fee / account holder | $242 | $1,748-86.1% | $13,006-98.1% | $1,944-87.5% |