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 |
|---|---|---|
FRIEDMAN & ANSPACH7+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $48,880 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $12,102 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,302 |
INTAC ACTUARIAL SERVICES7+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $6,349 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $1,822 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,370 | $62,573-19.5% | $85,682-41.2% | $85,850-41.3% |
| Participation rate | 77.9% | 61.1%+16.8pp | 69.9%+8.1pp | 69.3%+8.6pp |
| Annual return | 6.32% | 23.77%-17.4pp | 21.49%-15.2pp | 318.53%-312.2pp |
| Employer contribution / active EE | $808 | $1,757-54.0% | $2,618-69.2% | $2,565-68.5% |
| Participant deferral / active EE | $479 | $2,802-82.9% | $3,923-87.8% | $3,952-87.9% |
| Admin fee / account holder | $416 | $4,640-91.0% | $6,873-93.9% | $6,260-93.4% |