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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,606 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,468 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,536 | $104,475+74.7% | $159,436+14.5% | $79,386+129.9% |
| Participation rate | 83.4% | 76.6%+6.8pp | 82.8%+0.6pp | 70.7%+12.7pp |
| Annual return | 13.37% | 67.95%-54.6pp | 263.57%-250.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,653 | $3,417-22.4% | $4,829-45.1% | $2,427+9.3% |
| Participant deferral / active EE | $10,299 | $6,467+59.2% | $7,352+40.1% | $4,046+154.6% |
| Admin fee / account holder | $506 | $711-28.8% | $10,799-95.3% | $626-19.2% |