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 INC8+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $231,906 |
ISSI8+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $13,534 |
MSPC8+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $12,125 |
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 | $161,467 | $76,670+110.6% | $96,683+67.0% | $71,457+126.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 0.14% | 48.29%-48.2pp | 35.69%-35.6pp | 28.85%-28.7pp |
| Employer contribution / active EE | $10,922 | $3,031+260.3% | $3,737+192.3% | $2,588+322.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $834 | $2,028-58.9% | $6,730-87.6% | $1,587-47.5% |