Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,802 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,489 | $102,382-24.3% | $147,005-47.3% | $80,874-4.2% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 26.52% | 134.89%-108.4pp | 418.76%-392.2pp | 35.62%-9.1pp |
| Employer contribution / active EE | $10,989 | $3,715+195.8% | $4,934+122.7% | $2,756+298.8% |
| Participant deferral / active EE | $21,513 | $6,646+223.7% | $8,070+166.6% | $4,297+400.7% |
| Admin fee / account holder | $357 | $7,942-95.5% | $13,006-97.3% | $6,935-94.9% |