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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,689 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,573 | $50,820+11.3% | $155,567-63.6% | $77,671-27.2% |
| Participation rate | 53.0% | 63.1%-10.2pp | 78.2%-25.2pp | 70.6%-17.6pp |
| Annual return | 16.16% | 34.85%-18.7pp | 64.74%-48.6pp | 31.21%-15.0pp |
| Employer contribution / active EE | $847 | $1,993-57.5% | $4,674-81.9% | $2,726-68.9% |
| Participant deferral / active EE | $3,056 | $2,823+8.2% | $5,628-45.7% | $4,648-34.3% |
| Admin fee / account holder | $142 | $436-67.4% | $15,916-99.1% | $430-67.0% |