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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,036 |
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 | $154,291 | $84,487+82.6% | $125,339+23.1% | $66,914+130.6% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.2pp | 69.8%+9.4pp |
| Annual return | -9.79% | -8.39%-1.4pp | 572.05%-581.8pp | 1.58%-11.4pp |
| Employer contribution / active EE | $2,642 | $3,553-25.6% | $4,814-45.1% | $2,544+3.9% |
| Participant deferral / active EE | $10,863 | $6,781+60.2% | $7,446+45.9% | $4,237+156.4% |
| Admin fee / account holder | $488 | $685-28.8% | $10,010-95.1% | $593-17.8% |