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 | $107,155 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $94,839 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $10,600 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,549 | $81,908+9.3% | $90,749-1.3% | $64,808+38.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -12.75% | -12.53%-0.2pp | -12.16%-0.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,070 | $3,065-32.5% | $2,921-29.1% | $2,506-17.4% |
| Participant deferral / active EE | $5,406 | $4,840+11.7% | $4,564+18.5% | $4,310+25.4% |
| Admin fee / account holder | $439 | $157+179.1% | $8,445-94.8% | $188+133.5% |