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 INC4 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $37,739 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,899 |
SABEY CPA, PLLC1 year Filed as: SABEY CPA LLC Service code 10 PO BOX 5106 · AIKEN, SC 29804 | Accounting | $15,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,679 | $77,660+246.0% | $109,143+146.2% | $79,386+238.4% |
| Participation rate | 93.4% | 67.8%+25.6pp | 75.9%+17.6pp | 70.7%+22.7pp |
| Annual return | 17.27% | 23.44%-6.2pp | 25.75%-8.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $11,322 | $2,797+304.7% | $3,722+204.2% | $2,427+366.4% |
| Participant deferral / active EE | $11,786 | $3,518+235.1% | $4,653+153.3% | $4,046+191.3% |
| Admin fee / account holder | $236 | $732-67.8% | $6,752-96.5% | $626-62.4% |