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 INC11+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,576 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,438 |
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 | $118,189 | $88,634+33.3% | $101,326+16.6% | $74,304+59.1% |
| Participation rate | 99.2% | 76.9%+22.3pp | 81.5%+17.7pp | 60.3%+38.8pp |
| Annual return | 15.56% | 33.10%-17.5pp | 36.82%-21.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,451 | $2,930-16.3% | $3,665-33.1% | $2,241+9.4% |
| Participant deferral / active EE | $6,957 | $7,322-5.0% | $7,994-13.0% | $3,767+84.7% |
| Admin fee / account holder | $320 | $2,425-86.8% | $11,185-97.1% | $2,969-89.2% |