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.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,585 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $22,068 |
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 | $68,139 | $88,083-22.6% | $164,813-58.7% | $74,495-8.5% |
| Participation rate | 99.5% | 73.0%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 10.05% | 17.26%-7.2pp | 69.93%-59.9pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,291 | $2,593-50.2% | $4,341-70.3% | $2,623-50.8% |
| Participant deferral / active EE | $3,342 | $4,498-25.7% | $6,031-44.6% | $4,346-23.1% |
| Admin fee / account holder | $173 | $2,234-92.3% | $12,690-98.6% | $1,942-91.1% |