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 INC5 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $64,658 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,966 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,808 | $106,236+90.0% | $112,228+79.8% | $64,808+211.4% |
| Participation rate | 93.4% | 71.7%+21.7pp | 75.1%+18.3pp | 71.5%+21.9pp |
| Annual return | -18.23% | -6.02%-12.2pp | 27.45%-45.7pp | 32.82%-51.0pp |
| Employer contribution / active EE | $10,944 | $3,166+245.6% | $3,635+201.1% | $2,506+336.7% |
| Participant deferral / active EE | $11,301 | $3,785+198.6% | $4,728+139.0% | $4,310+162.2% |
| Admin fee / account holder | $254 | $452-43.9% | $6,410-96.0% | $188+35.0% |