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 INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 | Securities Custodian | $114,186 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $46,713 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $35,022 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $33,015 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 | Accounting | $29,299 |
WELLESLEY3 years Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $28,926 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO Service code 29 · EIN 86-0767091 | Legal | $13,401 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0614919 | Insurance Commissions | $7,266 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $7,035 |
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 | $27,270 | $88,770-69.3% | $109,143-75.0% | $93,030-70.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 13.99% | 60.64%-46.7pp | 25.75%-11.8pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,637 | $3,780-56.7% | $3,722-56.0% | $2,706-39.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $229 | $172+33.0% | $6,752-96.6% | $152+51.1% |