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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,844 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $33,234 |
Service code 10 · EIN 20-3886993 | Accounting | $11,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,061 | $100,923+160.7% | $150,045+75.3% | $74,304+254.0% |
| Participation rate | 70.8% | 70.1%+0.7pp | 82.3%-11.5pp | 60.3%+10.4pp |
| Annual return | 16.05% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,941 | $6,709+122.7% | $7,997+86.8% | $3,767+296.6% |
| Admin fee / account holder | $962 | $2,767-65.2% | $13,435-92.8% | $2,969-67.6% |