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 INC3 years Service code 99 · EIN 13-2638166 | Other Fees | $29,947 |
Filed as: BARNES DENNIG Service code 99 · EIN 31-1119890 | Other Fees | $11,250 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 | Advisory (Participants) | $0 |
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 | $171,781 | $73,360+134.2% | $177,989-3.5% | $74,495+130.6% |
| Participation rate | 96.9% | 66.6%+30.2pp | 77.1%+19.8pp | 67.2%+29.7pp |
| Annual return | 18.29% | 17.49%+0.8pp | 294.48%-276.2pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,416 | $2,216+9.0% | $3,949-38.8% | $2,623-7.9% |
| Participant deferral / active EE | $5,582 | $4,513+23.7% | $6,276-11.1% | $4,346+28.4% |
| Admin fee / account holder | $334 | $1,808-81.5% | $10,363-96.8% | $1,942-82.8% |