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 FINANCIAL SERVICES Service code 26 · EIN 13-2638166 601 - 108TH AVE NE, SUITE 2000 · BELLEVUE, WA 98004 | Advisory (Participants) | $54,376 |
Filed as: CHARLES TRUST SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $10,718 |
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $3,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $102,782 | $62,581+64.2% | $124,672-17.6% | $86,799+18.4% |
| Participation rate | 42.7% | 56.9%-14.1pp | 74.6%-31.9pp | 72.3%-29.6pp |
| Annual return | 14.56% | 26.67%-12.1pp | 5142.93%-5128.4pp | 97.91%-83.3pp |
| Employer contribution / active EE | $357 | $1,604-77.8% | $3,324-89.3% | $2,405-85.2% |
| Participant deferral / active EE | $1,916 | $2,725-29.7% | $4,614-58.5% | $4,131-53.6% |
| Admin fee / account holder | $214 | $170+26.4% | $7,493-97.1% | $170+26.5% |