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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,011 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,029 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $23,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,945 | $101,317+49.0% | $146,958+2.7% | $74,495+102.6% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 12.80% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $802 | $3,810-79.0% | $4,933-83.8% | $2,623-69.4% |
| Participant deferral / active EE | $10,336 | $7,303+41.5% | $8,070+28.1% | $4,346+137.8% |
| Admin fee / account holder | $402 | $1,739-76.9% | $12,998-96.9% | $1,942-79.3% |