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 INC7+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $327,812 |
PRISA3 years Service code 28 C/O PGIM - 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $31,657 |
ISSI7+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $12,670 |
MSPC7+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $12,450 |
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 | $167,495 | $64,119+161.2% | $112,228+49.2% | $66,914+150.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -3.21% | -13.81%+10.6pp | 27.45%-30.7pp | 1.58%-4.8pp |
| Employer contribution / active EE | $8,924 | $3,005+196.9% | $3,635+145.5% | $2,544+250.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,115 | $625+78.4% | $6,410-82.6% | $593+88.0% |