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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,068 |
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 | $98,750 | $102,317-3.5% | $146,958-32.8% | $80,856+22.1% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 12.79% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,016 | $3,713-18.8% | $4,933-38.9% | $2,755+9.5% |
| Participant deferral / active EE | $13,485 | $6,644+103.0% | $8,070+67.1% | $4,296+213.9% |
| Admin fee / account holder | $461 | $7,941-94.2% | $12,998-96.5% | $6,918-93.3% |