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 INC4 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $61,392 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,825 |
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 | $111,243 | $56,485+96.9% | $185,823-40.1% | $86,799+28.2% |
| Participation rate | 71.3% | 65.5%+5.8pp | 81.7%-10.4pp | 72.3%-1.0pp |
| Annual return | 14.54% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $5,891 | $1,843+219.6% | $5,167+14.0% | $2,405+144.9% |
| Participant deferral / active EE | $4,970 | $2,553+94.7% | $5,568-10.7% | $4,131+20.3% |
| Admin fee / account holder | $219 | $150+46.3% | $16,237-98.7% | $170+29.0% |