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 INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,249 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $17,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,970 |
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 | $135,649 | $78,485+72.8% | $106,213+27.7% | $74,495+82.1% |
| Participation rate | 88.7% | 72.8%+15.9pp | 75.3%+13.5pp | 67.2%+21.5pp |
| Annual return | 16.56% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $8,171 | $2,523+223.9% | $3,171+157.6% | $2,623+211.5% |
| Participant deferral / active EE | $18,094 | $4,322+318.6% | $5,016+260.7% | $4,346+316.4% |
| Admin fee / account holder | $345 | $2,232-84.5% | $11,033-96.9% | $1,942-82.2% |