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 INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $102,230 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $78,327 |
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 | $157,882 | $55,415+184.9% | $155,509+1.5% | $74,495+111.9% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.50% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,532 | $2,267+188.1% | $4,672+39.8% | $2,623+149.0% |
| Participant deferral / active EE | $8,739 | $2,836+208.1% | $5,626+55.3% | $4,346+101.1% |
| Admin fee / account holder | $531 | $1,738-69.4% | $15,912-96.7% | $1,942-72.7% |