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 | $103,729 |
UBS FINANCIAL SERVICES INC5 years Service code 16 · EIN 13-2638166 | Consulting | $47,257 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY Service code 10 · EIN 30-1413443 | Accounting | $22,050 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,043 | $106,028-18.8% | $146,958-41.5% | $77,643+10.8% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.5pp | 70.6%+23.0pp |
| Annual return | 14.60% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,505 | $4,063-13.7% | $4,933-29.0% | $2,726+28.6% |
| Participant deferral / active EE | $10,972 | $7,990+37.3% | $8,070+36.0% | $4,647+136.1% |
| Admin fee / account holder | $120 | $337-64.5% | $12,998-99.1% | $430-72.2% |