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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $84,849 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $66,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,329 | $61,272+111.1% | $149,673-13.6% | $71,457+81.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.67% | 35.85%-18.2pp | 134.42%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $6,741 | $2,378+183.4% | $4,818+39.9% | $2,588+160.5% |
| Participant deferral / active EE | $8,738 | $2,917+199.5% | $5,680+53.8% | $4,289+103.7% |
| Admin fee / account holder | $423 | $1,261-66.5% | $13,210-96.8% | $1,587-73.4% |