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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,489 | $102,317-24.3% | $146,958-47.3% | $80,856-4.2% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 26.52% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $10,989 | $3,713+195.9% | $4,933+122.8% | $2,755+298.9% |
| Participant deferral / active EE | $21,513 | $6,644+223.8% | $8,070+166.6% | $4,296+400.8% |
| Admin fee / account holder | $357 | $7,941-95.5% | $12,998-97.3% | $6,918-94.8% |