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 INC3 years Service code 17 · EIN 13-2638166 | Pension Consulting | $53,584 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 96-6817943 | Recordkeeping | $10,540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,380 | $78,485+80.1% | $106,213+33.1% | $74,495+89.8% |
| Participation rate | 83.7% | 72.8%+10.9pp | 75.3%+8.4pp | 67.2%+16.5pp |
| Annual return | 13.84% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $667 | $2,523-73.6% | $3,171-79.0% | $2,623-74.6% |
| Participant deferral / active EE | $1,932 | $4,322-55.3% | $5,016-61.5% | $4,346-55.5% |
| Admin fee / account holder | $322 | $2,232-85.6% | $11,033-97.1% | $1,942-83.4% |