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 INC3 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $27,022 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,356 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY Service code 10 PO BOX 7112 · BILLINGS, MT 59103 | Accounting | $7,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,670 | $55,214+9.9% | $104,607-42.0% | $73,488-17.4% |
| Participation rate | 95.1% | 67.8%+27.2pp | 74.1%+21.0pp | 70.7%+24.4pp |
| Annual return | 12.99% | 24.79%-11.8pp | 340.46%-327.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,209 | $1,468+50.5% | $2,681-17.6% | $2,270-2.7% |
| Participant deferral / active EE | $3,705 | $2,925+26.7% | $3,740-0.9% | $3,740-0.9% |
| Admin fee / account holder | $260 | $424-38.6% | $6,473-96.0% | $513-49.3% |