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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 400 LINDEN OAKS · ROCHESTER, NY 14625 | Investment Management | $96,848 |
IBEW LOCAL 840 PENSION FUND8+ years Service code 49 · EIN 16-6075984 | Other Services | $65,172 |
BONADIO & CO., LLP8+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2626110 | Advisory (Plan) | $12,590 |
ROBERT PIZZO, ESQ.6 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $8,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,925 | $106,236-55.8% | $112,228-58.2% | $64,808-27.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.00% | -6.02%-7.0pp | 27.45%-40.5pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,920 | $3,166-7.8% | $3,635-19.7% | $2,506+16.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $653 | $452+44.7% | $6,410-89.8% | $188+248.0% |