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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Claims processing... | $77,832 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $29,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $106,137 | $37,196+185.3% | $154,107-31.1% | $55,725+90.5% |
| Participation rate | 99.3% | 64.1%+35.2pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -4.37% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,898 | $1,614+141.5% | $5,298-26.4% | $2,078+87.6% |
| Participant deferral / active EE | $4,131 | $2,068+99.7% | $5,081-18.7% | $3,356+23.1% |
| Admin fee / account holder | $391 | $102+284.6% | $13,411-97.1% | $115+239.3% |