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 INC10+ years Filed as: UBS INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $314,040 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $17,923 |
MSPC10+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $14,038 |
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 | $199,815 | $95,880+108.4% | $107,525+85.8% | $85,563+133.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.00% | 68.06%-60.1pp | 181.32%-173.3pp | 31.51%-23.5pp |
| Employer contribution / active EE | $12,099 | $3,812+217.4% | $3,754+222.3% | $2,654+355.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1,052 | $1,025+2.6% | $8,919-88.2% | $834+26.1% |