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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 500 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Participants) | $79,523 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,815 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,613 | $80,724+221.6% | $103,333+151.2% | $74,495+248.5% |
| Participation rate | 90.3% | 65.7%+24.6pp | 74.5%+15.8pp | 67.2%+23.1pp |
| Annual return | 13.24% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,632 | $3,157+78.4% | $3,868+45.6% | $2,623+114.7% |
| Participant deferral / active EE | $9,736 | $3,860+152.2% | $5,057+92.5% | $4,346+124.0% |
| Admin fee / account holder | $749 | $2,368-68.4% | $8,355-91.0% | $1,942-61.4% |