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 Filed as: UBS FINL SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $66,438 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,441 |
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 | $180,744 | $80,753+123.8% | $136,294+32.6% | $62,292+190.2% |
| Participation rate | 96.5% | 73.5%+23.0pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 20.50% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,702 | $2,884-6.3% | $4,695-42.5% | $2,042+32.3% |
| Participant deferral / active EE | $10,202 | $5,164+97.5% | $6,247+63.3% | $3,169+221.9% |
| Admin fee / account holder | $476 | $525-9.4% | $9,243-94.9% | $479-0.7% |