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 INC9 years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $70,327 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $64,496 |
WIPFLI LLP7 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $10,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,083 | $88,890-4.3% | $102,423-16.9% | $77,643+9.6% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 13.30% | 24.98%-11.7pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,863 | $2,698-30.9% | $3,023-38.4% | $2,726-31.7% |
| Participant deferral / active EE | $6,788 | $5,145+31.9% | $5,053+34.3% | $4,647+46.1% |
| Admin fee / account holder | $303 | $235+28.7% | $9,451-96.8% | $430-29.6% |