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 5-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $98,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 56-0747891 | Accounting | $15,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,942 | $72,254-30.9% | $86,677-42.4% | $64,808-22.9% |
| Participation rate | 97.0% | 80.4%+16.5pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -15.85% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,162 | $2,393-9.6% | $2,836-23.8% | $2,506-13.7% |
| Participant deferral / active EE | $5,479 | $4,658+17.6% | $4,656+17.7% | $4,310+27.1% |
| Admin fee / account holder | $124 | $174-28.4% | $7,493-98.3% | $188-33.7% |