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 99 · EIN 44-4000444 | Other Fees | $41,881 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICES COMPANY, INC. Service code 99 · EIN 22-2000222 | Other Fees | $8,470 |
Filed as: BARNES DENNING Service code 99 · EIN 33-3000333 | Other Fees | $8,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,431 | $65,390+145.3% | $169,368-5.3% | $71,457+124.5% |
| Participation rate | 99.3% | 67.0%+32.4pp | 77.1%+22.2pp | 67.9%+31.4pp |
| Annual return | 13.94% | 21.31%-7.4pp | 405.60%-391.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,451 | $2,079+17.9% | $4,013-38.9% | $2,588-5.3% |
| Participant deferral / active EE | $5,908 | $4,367+35.3% | $6,221-5.0% | $4,289+37.7% |
| Admin fee / account holder | $300 | $1,324-77.3% | $9,003-96.7% | $1,587-81.1% |