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 INC5 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $32,893 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,972 | $44,642+38.8% | $91,220-32.1% | $66,914-7.4% |
| Participation rate | 95.1% | 64.9%+30.3pp | 73.2%+21.9pp | 69.8%+25.3pp |
| Annual return | -17.22% | -12.29%-4.9pp | 114.01%-131.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,327 | $1,706+95.0% | $2,850+16.7% | $2,544+30.8% |
| Participant deferral / active EE | $5,946 | $3,349+77.5% | $4,234+40.4% | $4,237+40.3% |
| Admin fee / account holder | $287 | $521-44.9% | $5,420-94.7% | $593-51.5% |