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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,421 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,457 | $99,957+66.5% | $149,696+11.2% | $73,488+126.5% |
| Participation rate | 84.5% | 75.7%+8.8pp | 82.5%+2.0pp | 70.7%+13.8pp |
| Annual return | 16.03% | 53.87%-37.8pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $574 | $3,191-82.0% | $4,644-87.6% | $2,270-74.7% |
| Participant deferral / active EE | $8,269 | $6,073+36.2% | $6,842+20.9% | $3,740+121.1% |
| Admin fee / account holder | $424 | $551-23.0% | $9,309-95.4% | $513-17.4% |