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 INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 | Securities Custodian | $95,894 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $32,508 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHEO Service code 29 · EIN 86-0767091 | Legal | $22,684 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $22,056 |
WELLESLEY2 years Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $19,049 |
EATON VANCE6+ years Filed as: EATON VANCE MANAGEMENT Service code 51 · EIN 04-2718215 | Investment Mgmt Fees | $18,898 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $17,812 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $14,256 |
Filed as: ALANTA CAPITAL MANAGEMENT Service code 51 · EIN 58-2236910 | Investment Mgmt Fees | $11,347 |
POLEN CAPITAL1 year Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $9,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,547 | $81,719-66.3% | $101,248-72.8% | $90,288-69.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.68% | 337.64%-324.0pp | 46.47%-32.8pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,899 | $3,622-47.6% | $3,660-48.1% | $2,524-24.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $241 | $162+49.1% | $5,945-95.9% | $114+111.6% |