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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,439 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $32,201 |
DAVIS WRIGHT TREMAINE11+ years Filed as: DAVIS WRIGHT TREMAINE LLP Service code 29 · EIN 91-0839480 | Legal | $25,703 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,180 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,672 | $102,204+27.9% | $145,661-10.3% | $85,563+52.7% |
| Participation rate | 94.5% | 70.6%+23.9pp | 77.2%+17.2pp | 66.0%+28.5pp |
| Annual return | 13.41% | 16.68%-3.3pp | 101.46%-88.0pp | 31.51%-18.1pp |
| Employer contribution / active EE | $5,088 | $3,600+41.3% | $4,238+20.1% | $2,654+91.7% |
| Participant deferral / active EE | $11,177 | $5,729+95.1% | $7,198+55.3% | $4,375+155.5% |
| Admin fee / account holder | $220 | $647-66.0% | $12,466-98.2% | $834-73.6% |