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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $109,990 |
Filed as: BENCIVENGA WARD & COMPANY, CPAS, P Service code 10 · EIN 13-3274930 | Accounting | $47,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,850 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,164 |
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 | $210,138 | $91,372+130.0% | $129,995+61.7% | $74,419+182.4% |
| Participation rate | 81.7% | 77.8%+3.9pp | 78.5%+3.2pp | 70.7%+10.9pp |
| Annual return | 18.37% | 23.21%-4.8pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,568 | $2,563+78.2% | $4,320+5.8% | $2,637+73.2% |
| Participant deferral / active EE | $9,789 | $4,721+107.4% | $5,820+68.2% | $4,528+116.2% |
| Admin fee / account holder | $466 | $283+64.3% | $10,614-95.6% | $348+33.9% |