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 FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $22,252 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $12,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,723 | $41,078+18.6% | $80,569-39.5% | $71,457-31.8% |
| Participation rate | 95.9% | 50.2%+45.7pp | 67.0%+28.9pp | 67.9%+28.0pp |
| Annual return | 19.39% | 38.45%-19.1pp | 935.43%-916.0pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,740 | $1,506+15.6% | $2,723-36.1% | $2,588-32.8% |
| Participant deferral / active EE | $4,207 | $2,699+55.9% | $4,447-5.4% | $4,289-1.9% |
| Admin fee / account holder | $242 | $1,840-86.9% | $5,377-95.5% | $1,587-84.8% |