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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,883 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $213,475 | $122,239+74.6% | $184,203+15.9% | $74,495+186.6% |
| Participation rate | 51.3% | 85.5%-34.2pp | 86.8%-35.5pp | 67.2%-15.9pp |
| Annual return | 12.40% | 19.95%-7.5pp | 28.81%-16.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,210 | $4,537-73.3% | $6,427-81.2% | $2,623-53.9% |
| Participant deferral / active EE | $6,352 | $7,139-11.0% | $9,131-30.4% | $4,346+46.2% |
| Admin fee / account holder | $389 | $1,260-69.1% | $13,901-97.2% | $1,942-80.0% |