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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,564 | $66,302+99.9% | $110,238+20.3% | $56,287+135.5% |
| Participation rate | 81.6% | 74.9%+6.7pp | 79.8%+1.8pp | 69.9%+11.8pp |
| Annual return | -6.15% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,954 | $2,047+44.3% | $3,826-22.8% | $2,111+39.9% |
| Participant deferral / active EE | $7,447 | $3,381+120.2% | $4,672+59.4% | $3,350+122.3% |
| Admin fee / account holder | $355 | $698-49.1% | $8,547-95.8% | $521-31.8% |