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 INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $78,165 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $62,926 |
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 | $107,080 | $65,061+64.6% | $143,757-25.5% | $66,914+60.0% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -15.26% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,687 | $2,361+98.5% | $4,951-5.3% | $2,544+84.2% |
| Participant deferral / active EE | $7,676 | $2,919+163.0% | $5,637+36.2% | $4,237+81.2% |
| Admin fee / account holder | $390 | $502-22.3% | $14,673-97.3% | $593-34.3% |