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 26 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Participants) | $18,133 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $8,746 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,027 | $65,061+98.3% | $143,757-10.2% | $66,914+92.8% |
| Participation rate | 73.3% | 65.2%+8.2pp | 80.3%-7.0pp | 69.8%+3.5pp |
| Annual return | -18.35% | -11.14%-7.2pp | -0.04%-18.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $3,342 | $2,361+41.6% | $4,951-32.5% | $2,544+31.4% |
| Participant deferral / active EE | $4,302 | $2,919+47.4% | $5,637-23.7% | $4,237+1.5% |
| Admin fee / account holder | $818 | $502+62.9% | $14,673-94.4% | $593+37.8% |