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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $87,524 |
IBEW LOCAL 840 PENSION FUND9+ years Service code 49 · EIN 16-6075984 | Other Services | $59,538 |
BONADIO & CO., LLP9+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.7 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $9,510 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,957 | $92,971-57.0% | $96,683-58.7% | $74,419-46.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 5.89% | 37.49%-31.6pp | 35.69%-29.8pp | 34.38%-28.5pp |
| Employer contribution / active EE | $2,483 | $3,426-27.5% | $3,737-33.5% | $2,637-5.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $493 | $633-22.2% | $6,730-92.7% | $348+41.6% |