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 27 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Advisory (Plan) | $23,760 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $12,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $44,960+15.1% | $84,966-39.1% | $74,495-30.5% |
| Participation rate | 79.9% | 49.4%+30.5pp | 67.5%+12.4pp | 67.2%+12.7pp |
| Annual return | 13.11% | 26.24%-13.1pp | 66.38%-53.3pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,450 | $1,457-0.5% | $2,727-46.8% | $2,623-44.7% |
| Participant deferral / active EE | $3,486 | $2,731+27.6% | $4,519-22.9% | $4,346-19.8% |
| Admin fee / account holder | $274 | $2,209-87.6% | $6,149-95.5% | $1,942-85.9% |