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 | $17,533 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,615 | $51,175+182.6% | $70,515+105.1% | $75,163+92.4% |
| Participation rate | 97.4% | 60.9%+36.5pp | 68.3%+29.1pp | 67.2%+30.2pp |
| Annual return | 14.43% | 30.02%-15.6pp | 32.77%-18.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $6,218 | $1,826+240.5% | $2,973+109.1% | $2,670+132.9% |
| Participant deferral / active EE | $5,970 | $2,849+109.5% | $4,567+30.7% | $4,125+44.7% |
| Admin fee / account holder | $210 | $4,091-94.9% | $6,412-96.7% | $5,651-96.3% |