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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,219 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,787 |
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 | $146,797 | $80,724+81.9% | $103,333+42.1% | $74,495+97.1% |
| Participation rate | 94.7% | 65.7%+29.0pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 12.53% | 27.56%-15.0pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,240 | $3,157+2.6% | $3,868-16.2% | $2,623+23.5% |
| Participant deferral / active EE | $8,962 | $3,860+132.2% | $5,057+77.2% | $4,346+106.2% |
| Admin fee / account holder | $367 | $2,368-84.5% | $8,355-95.6% | $1,942-81.1% |