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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,664 | $65,561+82.5% | $86,188+38.8% | $75,163+59.2% |
| Participation rate | 85.1% | 60.5%+24.6pp | 69.0%+16.1pp | 67.2%+17.9pp |
| Annual return | 20.55% | 46.05%-25.5pp | 1168.45%-1147.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,915 | $1,553+23.4% | $2,380-19.5% | $2,670-28.3% |
| Participant deferral / active EE | $4,093 | $3,024+35.4% | $3,985+2.7% | $4,125-0.8% |
| Admin fee / account holder | $482 | $5,474-91.2% | $6,852-93.0% | $5,651-91.5% |