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 INC7 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $41,238 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,488 |
SABEY CPA, PLLC5 years Filed as: SABEY CPA PLLC Service code 10 PO BOX 53 · MERCER ISLAND, WA 98040 | Accounting | $17,500 |
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 | $288,224 | $80,724+257.0% | $103,333+178.9% | $74,495+286.9% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 14.23% | 27.56%-13.3pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $13,367 | $3,157+323.4% | $3,868+245.6% | $2,623+409.6% |
| Participant deferral / active EE | $15,189 | $3,860+293.5% | $5,057+200.3% | $4,346+249.5% |
| Admin fee / account holder | $254 | $2,368-89.3% | $8,355-97.0% | $1,942-86.9% |