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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $86,572 |
IBEW LOCAL 840 PENSION FUND10+ years Service code 49 · EIN 16-6075984 | Other Services | $81,594 |
BONADIO & CO., LLP10+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,900 |
LIFETIME BENEFIT SOLUTIONS10+ years Service code 50 70 METRO PARK · ROCHESTER, NY 14623 | Direct Payment | $10,485 |
ROBERT PIZZO, ESQ.8 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $6,930 |
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 | $30,065 | $82,917-63.7% | $103,333-70.9% | $77,643-61.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 4.95% | 19.13%-14.2pp | 24.88%-19.9pp | 31.24%-26.3pp |
| Employer contribution / active EE | $2,109 | $3,552-40.6% | $3,868-45.5% | $2,726-22.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $379 | $638-40.6% | $8,355-95.5% | $430-11.9% |