See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 1000 HARBOR BLVD, 6TH FL · WEEHAWKEN, NJ 07086 | Consulting | $70,000 |
Filed as: EMPOWER Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,556 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $14,158 |
BENESYS, INC.10+ years Filed as: BENESYS INC. Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $13,391 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $9,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,129 | $82,917+12.3% | $103,333-9.9% | $77,643+19.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 16.84% | 19.13%-2.3pp | 24.88%-8.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $4,732 | $3,552+33.2% | $3,868+22.3% | $2,726+73.6% |
| Participant deferral / active EE | $1,321 | $4,108-67.9% | $5,057-73.9% | $4,647-71.6% |
| Admin fee / account holder | $334 | $638-47.7% | $8,355-96.0% | $430-22.4% |