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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,422 |
RAICH ENDE MALTER & CO. LLP2 years Filed as: RAICH ENDE MALTER CO. LLP Service code 10 · EIN 11-2336434 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,114 | $42,810+75.5% | $169,463-55.7% | $55,725+34.8% |
| Participation rate | 54.5% | 64.7%-10.2pp | 77.8%-23.3pp | 70.9%-16.4pp |
| Annual return | -3.84% | -3.61%-0.2pp | 1.83%-5.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $694 | $1,402-50.5% | $4,159-83.3% | $2,078-66.6% |
| Participant deferral / active EE | $3,110 | $3,141-1.0% | $5,277-41.1% | $3,356-7.3% |
| Admin fee / account holder | $422 | $106+296.3% | $9,109-95.4% | $115+266.3% |