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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,081 | $66,098+113.4% | $101,794+38.6% | $74,304+89.9% |
| Participation rate | 85.1% | 53.8%+31.4pp | 69.2%+16.0pp | 60.3%+24.8pp |
| Annual return | 15.86% | 19.59%-3.7pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,763 | $1,082+63.0% | $2,289-23.0% | $2,241-21.3% |
| Participant deferral / active EE | $3,332 | $2,781+19.8% | $4,084-18.4% | $3,767-11.6% |
| Admin fee / account holder | $526 | $4,146-87.3% | $8,777-94.0% | $2,969-82.3% |