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 26 · EIN 13-2638166 | Advisory (Participants) | $61,249 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $14,155 |
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 | $102,258 | $65,435+56.3% | $86,677+18.0% | $66,914+52.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.41% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $969 | $2,153-55.0% | $2,836-65.8% | $2,544-61.9% |
| Participant deferral / active EE | $5,511 | $4,100+34.4% | $4,656+18.4% | $4,237+30.1% |
| Admin fee / account holder | $352 | $642-45.2% | $7,493-95.3% | $593-40.7% |