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 FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $20,582 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $12,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,243 | $79,694-38.2% | $96,139-48.8% | $79,386-38.0% |
| Participation rate | 95.6% | 54.0%+41.6pp | 68.4%+27.2pp | 70.7%+24.9pp |
| Annual return | 13.60% | 40.84%-27.2pp | 191.94%-178.3pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,588 | $1,443+10.0% | $2,797-43.2% | $2,427-34.6% |
| Participant deferral / active EE | $3,719 | $2,539+46.5% | $4,349-14.5% | $4,046-8.1% |
| Admin fee / account holder | $271 | $630-57.1% | $5,537-95.1% | $626-56.8% |