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 9-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 INC3 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $64,786 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,911 | $52,293+85.3% | $178,490-45.7% | $73,409+32.0% |
| Participation rate | 71.5% | 65.3%+6.2pp | 81.9%-10.4pp | 72.2%-0.6pp |
| Annual return | 15.44% | 34.75%-19.3pp | 151.07%-135.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $6,457 | $1,735+272.1% | $5,011+28.9% | $2,234+189.1% |
| Participant deferral / active EE | $4,442 | $2,332+90.5% | $5,202-14.6% | $3,805+16.7% |
| Admin fee / account holder | $222 | $127+74.0% | $13,984-98.4% | $158+40.4% |