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) | $102,824 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,400 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $59,917 |
SHEEHAN & COMPANY2 years Filed as: SHEEHAN COMPANY CPA PC Service code 10 165 ORINOCO DR · BRIGHTWATER, NY 11718 | Accounting | $17,500 |
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 | $113,214 | $89,436+26.6% | $164,813-31.3% | $77,643+45.8% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.8pp |
| Annual return | 12.28% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $4,303 | $2,569+67.5% | $4,341-0.9% | $2,726+57.9% |
| Participant deferral / active EE | $6,544 | $4,897+33.6% | $6,031+8.5% | $4,647+40.8% |
| Admin fee / account holder | $394 | $339+16.2% | $12,690-96.9% | $430-8.4% |