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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,184 |
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 | $213,055 | $102,553+107.8% | $151,611+40.5% | $66,914+218.4% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -16.68% | -10.82%-5.9pp | 3.33%-20.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,349 | $4,180+28.0% | $6,166-13.2% | $2,544+110.3% |
| Participant deferral / active EE | $11,215 | $6,641+68.9% | $8,363+34.1% | $4,237+164.7% |
| Admin fee / account holder | $346 | $630-45.0% | $11,616-97.0% | $593-41.7% |