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 INC2 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $25,871 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,687 |
EIDE BAILLY LLP4+ years Filed as: EIDE BAILLY Service code 10 PO BOX 7112 · BILLINGS, MT 59103 | Accounting | $9,750 |
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 | $57,068 | $50,175+13.7% | $99,443-42.6% | $65,185-12.5% |
| Participation rate | 94.3% | 68.4%+25.9pp | 73.8%+20.5pp | 70.2%+24.1pp |
| Annual return | 20.67% | 25.36%-4.7pp | 30.72%-10.0pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,056 | $1,496+37.4% | $2,540-19.1% | $2,177-5.5% |
| Participant deferral / active EE | $3,463 | $2,748+26.0% | $3,619-4.3% | $3,514-1.5% |
| Admin fee / account holder | $296 | $398-25.5% | $6,250-95.3% | $847-65.1% |