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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,657 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,508 |
Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,352 | $71,516-22.6% | $98,439-43.8% | $71,457-22.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 13.27% | 32.41%-19.1pp | 21.16%-7.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,226 | $2,399-7.2% | $3,048-27.0% | $2,588-14.0% |
| Participant deferral / active EE | $6,547 | $4,109+59.4% | $4,738+38.2% | $4,289+52.7% |
| Admin fee / account holder | $306 | $1,675-81.7% | $8,948-96.6% | $1,587-80.7% |