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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $74,853 |
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $33,250 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $20,244 |
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 | $206,243 | $99,957+106.3% | $149,696+37.8% | $73,488+180.6% |
| Participation rate | 87.6% | 75.7%+11.9pp | 82.5%+5.1pp | 70.7%+16.9pp |
| Annual return | 17.97% | 53.87%-35.9pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,532 | $3,191+10.7% | $4,644-24.0% | $2,270+55.6% |
| Participant deferral / active EE | $9,005 | $6,073+48.3% | $6,842+31.6% | $3,740+140.8% |
| Admin fee / account holder | $603 | $551+9.4% | $9,309-93.5% | $513+17.4% |