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 27 · EIN 13-2638166 | Advisory (Plan) | $102,503 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $89,878 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,370 | $85,135+34.3% | $98,907+15.6% | $73,409+55.8% |
| Participation rate | 88.4% | 81.1%+7.3pp | 76.0%+12.4pp | 72.2%+16.2pp |
| Annual return | 18.75% | 19.14%-0.4pp | 196.43%-177.7pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,546 | $2,721-43.2% | $2,689-42.5% | $2,234-30.8% |
| Participant deferral / active EE | $4,740 | $4,349+9.0% | $4,244+11.7% | $3,805+24.5% |
| Admin fee / account holder | $489 | $139+251.5% | $6,642-92.6% | $158+210.0% |