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 INC5+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $217,268 |
PRISA1 year Service code 28 C/O PGIM - 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $26,160 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $14,086 |
MSPC5+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $12,313 |
ISSI5+ years Service code 16 · EIN 23-2182079 | Consulting | $10,166 |
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 | $157,132 | $69,362+126.5% | $101,248+55.2% | $73,488+113.8% |
| Participation rate | 87.5% | 68.4%+19.1pp | 75.8%+11.7pp | 70.7%+16.8pp |
| Annual return | 5.04% | 18.46%-13.4pp | 46.47%-41.4pp | 28.51%-23.5pp |
| Employer contribution / active EE | $9,985 | $2,628+279.9% | $3,660+172.9% | $2,270+339.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,023 | $704+45.4% | $5,945-82.8% | $513+99.4% |