See peer percentile detail. $4.99 for your first month.
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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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,374 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,432 |
Service code 15 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Recordkeeping | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,861 | $55,472-8.3% | $155,567-67.3% | $74,546-31.8% |
| Participation rate | 63.7% | 61.9%+1.8pp | 78.2%-14.5pp | 67.2%-3.5pp |
| Annual return | 12.96% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,370 | $2,269-39.6% | $4,674-70.7% | $2,624-47.8% |
| Participant deferral / active EE | $3,002 | $2,838+5.8% | $5,628-46.6% | $4,347-30.9% |
| Admin fee / account holder | $364 | $1,743-79.1% | $15,916-97.7% | $1,944-81.3% |