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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $56,239 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,052 |
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 | $120,888 | $66,302+82.3% | $110,238+9.7% | $56,287+114.8% |
| Participation rate | 94.5% | 74.9%+19.6pp | 79.8%+14.7pp | 69.9%+24.7pp |
| Annual return | -3.43% | -1.18%-2.3pp | 314.74%-318.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,066 | $2,047+0.9% | $3,826-46.0% | $2,111-2.1% |
| Participant deferral / active EE | $6,557 | $3,381+93.9% | $4,672+40.3% | $3,350+95.7% |
| Admin fee / account holder | $360 | $698-48.4% | $8,547-95.8% | $521-30.8% |