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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 01-6215776 | Securities Custodian | $106,010 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $39,009 |
WELLESLEY4 years Service code 51 20 WILLIAMS STREET · WELLESLEY, MA 02481 | Investment Mgmt Fees | $34,577 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $28,135 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $24,044 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $20,628 |
RYAN RAPP & UNDERWOOD2 years Filed as: RYAN RAPP UNDERWOOD & PACHECO Service code 29 · EIN 86-0767091 | Legal | $7,150 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0614919 | Insurance Commissions | $6,764 |
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 | $22,213 | $76,774-71.1% | $112,228-80.2% | $77,904-71.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.03% | -10.25%-5.8pp | 27.45%-43.5pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,680 | $3,977-57.7% | $3,635-53.8% | $2,848-41.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $185 | $239-22.5% | $6,410-97.1% | $133+39.8% |