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) | $67,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,778 |
Filed as: BENCIVENGA WARD & COMPANY, CPAS, PC Service code 10 · EIN 13-3274930 | Accounting | $21,995 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,781 |
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 | $199,909 | $93,182+114.5% | $146,665+36.3% | $79,386+151.8% |
| Participation rate | 75.5% | 76.4%-1.0pp | 80.1%-4.6pp | 70.7%+4.8pp |
| Annual return | 13.76% | 21.61%-7.8pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,790 | $2,420+15.3% | $4,136-32.5% | $2,427+14.9% |
| Participant deferral / active EE | $7,607 | $4,169+82.5% | $5,506+38.2% | $4,046+88.0% |
| Admin fee / account holder | $505 | $585-13.6% | $10,280-95.1% | $626-19.3% |