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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,624 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,573 | $69,763-60.5% | $67,502-59.2% | $74,495-63.0% |
| Participation rate | 96.6% | 71.4%+25.2pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 13.18% | -40.34%+53.5pp | 3512.12%-3498.9pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,953 | $2,704-27.8% | $2,731-28.5% | $2,623-25.5% |
| Participant deferral / active EE | $3,012 | $3,636-17.2% | $4,000-24.7% | $4,346-30.7% |
| Admin fee / account holder | $201 | $896-77.6% | $3,998-95.0% | $1,942-89.7% |