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 3-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 37 · EIN 04-2647786 | Loan Processing | $36,655 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,852 | $130,194-53.3% | $169,993-64.2% | $71,457-14.8% |
| Participation rate | 95.6% | 86.1%+9.4pp | 87.0%+8.6pp | 67.9%+27.7pp |
| Annual return | 0.00% | 20.37%-20.4pp | 53.37%-53.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,874 | $4,381-34.4% | $6,785-57.6% | $2,588+11.1% |
| Participant deferral / active EE | $9,305 | $6,923+34.4% | $10,408-10.6% | $4,289+117.0% |
| Admin fee / account holder | $227 | $966-76.5% | $12,815-98.2% | $1,587-85.7% |