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 INC6 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $40,430 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,432 |
SABEY CPA, PLLC4 years Filed as: SABEY CPA PLLC Service code 10 PO BOX 53 · MERCER ISLAND, WA 98040 | Accounting | $34,000 |
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 | $255,961 | $76,670+233.9% | $96,683+164.7% | $71,457+258.2% |
| Participation rate | 94.2% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.3pp |
| Annual return | 21.12% | 48.29%-27.2pp | 35.69%-14.6pp | 28.85%-7.7pp |
| Employer contribution / active EE | $12,999 | $3,031+328.8% | $3,737+247.9% | $2,588+402.4% |
| Participant deferral / active EE | $14,169 | $3,771+275.7% | $4,878+190.5% | $4,289+230.4% |
| Admin fee / account holder | $291 | $2,028-85.6% | $6,730-95.7% | $1,587-81.7% |