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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,464 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $27,008 |
Service code 14 · EIN 20-3886993 | Plan Administrator | $10,084 |
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 | $176,006 | $84,487+108.3% | $125,339+40.4% | $66,914+163.0% |
| Participation rate | 77.8% | 76.4%+1.4pp | 82.4%-4.6pp | 69.8%+8.0pp |
| Annual return | -18.78% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,138 | $6,781+79.0% | $7,446+63.0% | $4,237+186.5% |
| Admin fee / account holder | $610 | $685-10.9% | $10,010-93.9% | $593+2.8% |