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 INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $23,685 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,636 |
SHEEHAN & COMPANY2 years Filed as: SHEEHAN COMPANY CPA PC Service code 10 165 ORINOCO DR · BRIGHTWATER, NY 11718 | Accounting | $17,500 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $13,433 |
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.
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 | $69,983 | $88,083-20.5% | $164,813-57.5% | $74,495-6.1% |
| Participation rate | 97.1% | 73.0%+24.1pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 10.49% | 17.26%-6.8pp | 69.93%-59.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $690 | $2,593-73.4% | $4,341-84.1% | $2,623-73.7% |
| Participant deferral / active EE | $4,231 | $4,498-5.9% | $6,031-29.9% | $4,346-2.6% |
| Admin fee / account holder | $310 | $2,234-86.1% | $12,690-97.6% | $1,942-84.0% |