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 Filed as: UBS FINL SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $54,805 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,273 |
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 | $156,273 | $73,102+113.8% | $123,544+26.5% | $56,287+177.6% |
| Participation rate | 88.5% | 74.3%+14.2pp | 82.3%+6.2pp | 69.9%+18.7pp |
| Annual return | -6.07% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,376 | $2,977-20.2% | $4,628-48.6% | $2,111+12.6% |
| Participant deferral / active EE | $9,118 | $5,423+68.1% | $6,426+41.9% | $3,350+172.2% |
| Admin fee / account holder | $385 | $554-30.5% | $9,284-95.9% | $521-26.1% |