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 |
|---|---|---|
LIZ HERNANDEZ3 years Service code 30 · EIN 27-0970217 | Employee (plan); Direct payment from ... | $66,372 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,000 |
CARY KANE LLP3 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $37,401 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $25,186 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH2 years Filed as: KLEIN ZELMAN ROTHERMEL JACOB LLP Service code 29 · EIN 13-2998136 | Legal | $12,304 |
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 | $203,630 | $48,261+321.9% | $68,793+196.0% | $55,725+265.4% |
| Participation rate | 98.8% | 71.0%+27.8pp | 72.2%+26.6pp | 70.9%+28.0pp |
| Annual return | -4.51% | -2.61%-1.9pp | -4.63%+0.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $8,468 | $1,742+386.0% | $2,625+222.6% | $2,078+307.5% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $502 | $126+298.1% | $5,131-90.2% | $115+336.0% |