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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $229,313 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $49,511 |
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 | $193,117 | $62,928+206.9% | $172,739+11.8% | $67,579+185.8% |
| Participation rate | 98.1% | 64.5%+33.7pp | 82.6%+15.5pp | 71.3%+26.9pp |
| Annual return | 18.56% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $8,816 | $1,636+438.9% | $5,143+71.4% | $2,148+310.5% |
| Participant deferral / active EE | $6,584 | $2,145+206.9% | $5,198+26.7% | $3,539+86.0% |
| Admin fee / account holder | $313 | $167+88.1% | $13,954-97.8% | $142+120.2% |