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 INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $63,258 |
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $40,524 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $26,109 |
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 | $236,421 | $104,475+126.3% | $159,436+48.3% | $79,386+197.8% |
| Participation rate | 92.1% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.4pp |
| Annual return | 11.88% | 67.95%-56.1pp | 263.57%-251.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $3,796 | $3,417+11.1% | $4,829-21.4% | $2,427+56.4% |
| Participant deferral / active EE | $9,901 | $6,467+53.1% | $7,352+34.7% | $4,046+144.7% |
| Admin fee / account holder | $615 | $711-13.5% | $10,799-94.3% | $626-1.8% |