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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $364,776 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 27 · EIN 26-3523944 | Advisory (Plan) | $330,104 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $24,366 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1703 SOUTH BROAD STREET · PHILADELPHIA, PA 19148 | Advisory (Plan) | $9,767 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 ONE LOGAN SQUARE, 130 N. 18TH ST. · PHILADELPHIA, PA 19103 | Advisory (Plan) | $9,448 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,480 | $37,117+415.9% | $147,614+29.7% | $55,191+246.9% |
| Participation rate | 96.1% | 63.6%+32.5pp | 84.6%+11.5pp | 69.2%+26.9pp |
| Annual return | 0.96% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $8,801 | $1,620+443.1% | $5,564+58.2% | $1,899+363.5% |
| Participant deferral / active EE | $6,158 | $1,985+210.2% | $4,895+25.8% | $3,046+102.2% |
| Admin fee / account holder | $1,047 | $86+1123.1% | $11,611-91.0% | $91+1052.9% |