Filed February 7, 2023
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 42-0127290 | Contract Administrator | $52,580 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,961 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $73,649 | $101,499-27.4% | $147,005-49.9% | $74,546-1.2% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 15.52% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $4,268 | $3,811+12.0% | $4,934-13.5% | $2,624+62.6% |
| Participant deferral / active EE | $9,416 | $7,304+28.9% | $8,070+16.7% | $4,347+116.6% |
| Admin fee / account holder | $337 | $1,748-80.7% | $13,006-97.4% | $1,944-82.7% |