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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,354 |
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 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 | $168,265 | $86,332+94.9% | $125,175+34.4% | $65,185+158.1% |
| Participation rate | 79.3% | 75.3%+4.0pp | 79.8%-0.5pp | 70.2%+9.1pp |
| Annual return | 20.48% | 27.43%-7.0pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,177 | $2,040+55.7% | $3,865-17.8% | $2,177+46.0% |
| Participant deferral / active EE | $8,040 | $3,537+127.3% | $4,937+62.9% | $3,514+128.8% |
| Admin fee / account holder | $375 | $609-38.4% | $9,702-96.1% | $847-55.7% |