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 06-1050034 | Contract Administrator | $51,651 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $37,642 |
EFPR GROUP LLP2 years Filed as: EFPR GROUP, PLLC Service code 10 · EIN 47-2070220 | Accounting | $12,000 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,723 |
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 | $57,584 | $72,254-20.3% | $86,677-33.6% | $64,808-11.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -13.37% | 392.42%-405.8pp | 35.91%-49.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,016 | $2,393-57.5% | $2,836-64.2% | $2,506-59.4% |
| Participant deferral / active EE | $4,513 | $4,658-3.1% | $4,656-3.1% | $4,310+4.7% |
| Admin fee / account holder | $306 | $174+76.0% | $7,493-95.9% | $188+62.9% |