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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 925 4TH AVENUE, SUITE 200 · SEATTLE, WA 98104 | Advisory (Participants) | $30,981 |
NORTHWEST PLAN SERVICES, INC.5+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $21,525 |
MATRIX TRUST COMPANY5+ years Service code 19 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $6,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,429 | $86,332-16.1% | $125,175-42.1% | $65,185+11.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.54% | 27.43%-6.9pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,973 | $2,040-3.3% | $3,865-49.0% | $2,177-9.3% |
| Participant deferral / active EE | $4,063 | $3,537+14.9% | $4,937-17.7% | $3,514+15.6% |
| Admin fee / account holder | $363 | $609-40.5% | $9,702-96.3% | $847-57.2% |