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 INC3 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $52,472 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,187 |
SABEY CPA, PLLC1 year Filed as: SABEY CPA PLLC Service code 10 PO BOX 53 · MERCER ISLAND, WA 98040 | Accounting | $15,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,307 | $69,362+249.3% | $101,248+139.3% | $73,488+229.7% |
| Participation rate | 94.2% | 68.4%+25.8pp | 75.8%+18.4pp | 70.7%+23.5pp |
| Annual return | 17.11% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $10,725 | $2,628+308.1% | $3,660+193.1% | $2,270+372.4% |
| Participant deferral / active EE | $10,567 | $3,300+220.2% | $4,370+141.8% | $3,740+182.6% |
| Admin fee / account holder | $287 | $704-59.2% | $5,945-95.2% | $513-44.1% |