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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,568 |
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 | $172,693 | $91,407+88.9% | $135,903+27.1% | $71,457+141.7% |
| Participation rate | 75.4% | 75.7%-0.2pp | 81.9%-6.5pp | 67.9%+7.5pp |
| Annual return | 13.89% | 29.90%-16.0pp | 68.23%-54.3pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,390 | $3,703-35.5% | $4,856-50.8% | $2,588-7.6% |
| Participant deferral / active EE | $10,017 | $7,092+41.2% | $7,758+29.1% | $4,289+133.6% |
| Admin fee / account holder | $472 | $1,266-62.7% | $10,762-95.6% | $1,587-70.3% |