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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,266 |
DAVIS WRIGHT TREMAINE10+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $27,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,800 | $89,588+31.5% | $136,007-13.4% | $77,643+51.7% |
| Participation rate | 94.6% | 74.3%+20.3pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 13.69% | 17.42%-3.7pp | 579.32%-565.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,640 | $3,491+32.9% | $4,217+10.0% | $2,726+70.2% |
| Participant deferral / active EE | $10,840 | $5,591+93.9% | $7,025+54.3% | $4,647+133.3% |
| Admin fee / account holder | $235 | $539-56.4% | $6,858-96.6% | $430-45.4% |