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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,500 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,963 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,708 | $99,078-46.8% | $96,544-45.4% | $74,419-29.2% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+23.9pp |
| Annual return | 15.21% | 22.48%-7.3pp | 25.84%-10.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,956 | $2,570-23.9% | $2,965-34.0% | $2,637-25.8% |
| Participant deferral / active EE | $5,238 | $4,933+6.2% | $4,851+8.0% | $4,528+15.7% |
| Admin fee / account holder | $94 | $225-58.0% | $8,252-98.9% | $348-72.9% |