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 FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $20,835 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $13,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,065 | $37,393+7.1% | $77,024-48.0% | $66,914-40.1% |
| Participation rate | 95.0% | 52.9%+42.2pp | 67.9%+27.1pp | 69.8%+25.2pp |
| Annual return | -17.18% | -3.29%-13.9pp | 42.32%-59.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,545 | $1,531+0.9% | $2,812-45.1% | $2,544-39.3% |
| Participant deferral / active EE | $3,626 | $2,617+38.5% | $4,426-18.1% | $4,237-14.4% |
| Admin fee / account holder | $279 | $567-50.8% | $5,425-94.9% | $593-53.0% |