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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,321 | $76,670+77.8% | $96,683+41.0% | $71,457+90.8% |
| Participation rate | 93.8% | 66.6%+27.2pp | 74.3%+19.4pp | 67.9%+25.8pp |
| Annual return | 17.91% | 48.29%-30.4pp | 35.69%-17.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,283 | $3,031+8.3% | $3,737-12.1% | $2,588+26.9% |
| Participant deferral / active EE | $8,839 | $3,771+134.4% | $4,878+81.2% | $4,289+106.1% |
| Admin fee / account holder | $425 | $2,028-79.0% | $6,730-93.7% | $1,587-73.2% |