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 06-1050034 | Contract Administrator | $111,315 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $109,815 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $17,600 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,754 | $93,131+20.0% | $106,548+4.9% | $86,799+28.7% |
| Participation rate | 99.8% | 81.4%+18.4pp | 76.1%+23.7pp | 72.3%+27.5pp |
| Annual return | 10.48% | 19.45%-9.0pp | 26.80%-16.3pp | 97.91%-87.4pp |
| Employer contribution / active EE | $1,813 | $2,895-37.4% | $2,819-35.7% | $2,405-24.6% |
| Participant deferral / active EE | $5,427 | $4,708+15.3% | $4,398+23.4% | $4,131+31.4% |
| Admin fee / account holder | $517 | $145+256.5% | $7,407-93.0% | $170+205.1% |