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 INC3+ years Service code 28 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086 | Investment Management | $14,913 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $13,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,169 | $54,541-35.5% | $78,778-55.4% | $70,131-49.9% |
| Participation rate | 82.5% | 60.8%+21.7pp | 69.2%+13.3pp | 69.5%+13.0pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,641 | $1,089+234.5% | $1,986+83.4% | $2,342+55.5% |
| Participant deferral / active EE | $1,950 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $278 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |