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 Service code 27 · EIN 26-2235829 | Advisory (Plan) | $70,183 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $18,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,377 | $80,753-5.4% | $136,294-44.0% | $62,292+22.6% |
| Participation rate | 82.9% | 73.5%+9.3pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 18.71% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $796 | $2,884-72.4% | $4,695-83.0% | $2,042-61.0% |
| Participant deferral / active EE | $7,017 | $5,164+35.9% | $6,247+12.3% | $3,169+121.4% |
| Admin fee / account holder | $335 | $525-36.2% | $9,243-96.4% | $479-30.1% |