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 INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $96,458 |
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $35,606 |
Service code 17 7 RYE BROOK PLAZA, #404 · RYE BROOK, NY 10573 | Pension Consulting | $23,073 |
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 | $206,264 | $91,407+125.7% | $135,903+51.8% | $71,457+188.7% |
| Participation rate | 89.8% | 75.7%+14.1pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 14.43% | 29.90%-15.5pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,358 | $3,703+17.7% | $4,856-10.3% | $2,588+68.4% |
| Participant deferral / active EE | $10,844 | $7,092+52.9% | $7,758+39.8% | $4,289+152.8% |
| Admin fee / account holder | $732 | $1,266-42.2% | $10,762-93.2% | $1,587-53.9% |