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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 26-2235829 | Advisory (Plan) | $26,385 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,769 |
BECHER DELLA TORRE GITTO & CO.3+ years Filed as: BECHER, DELLA, TORRE, GITTO Service code 10 · EIN 22-2625944 | Accounting | $5,350 |
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 | $106,493 | $80,753+31.9% | $136,294-21.9% | $62,292+71.0% |
| Participation rate | 89.2% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 18.03% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,954 | $2,884-32.2% | $4,695-58.4% | $2,042-4.3% |
| Participant deferral / active EE | $8,524 | $5,164+65.1% | $6,247+36.5% | $3,169+169.0% |
| Admin fee / account holder | $323 | $525-38.6% | $9,243-96.5% | $479-32.7% |