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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $22,354 |
NAWROCKI SMITH LLP2 years Service code 10 · EIN 74-3216978 | Accounting | $9,000 |
Service code 99 · EIN 36-4517541 | Other Fees | $4,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,638 |
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 | $33,985 | $77,660-56.2% | $109,143-68.9% | $79,386-57.2% |
| Participation rate | 78.9% | 67.8%+11.1pp | 75.9%+3.0pp | 70.7%+8.2pp |
| Annual return | 15.06% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,845 | $2,797-34.0% | $3,722-50.4% | $2,427-24.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $303 | $732-58.6% | $6,752-95.5% | $626-51.6% |