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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 925 4TH AVENUE, SUITE 200 · SEATTLE, WA 98104 | Advisory (Participants) | $31,663 |
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $20,556 |
MATRIX TRUST COMPANY6+ years Service code 19 2800 NORTH CENTRAL AVENUE, STE 900 · PHOENIX, AZ 85004 | Securities Custodian | $7,084 |
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 | $73,612 | $81,474-9.7% | $133,956-45.0% | $73,488+0.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.42% | 19.40%-7.0pp | 45.09%-32.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,884 | $2,209-14.7% | $3,919-51.9% | $2,270-17.0% |
| Participant deferral / active EE | $4,044 | $3,786+6.8% | $5,048-19.9% | $3,740+8.1% |
| Admin fee / account holder | $315 | $713-55.8% | $8,927-96.5% | $513-38.5% |