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 49 · EIN 04-1590850 | Other Services | $76,590 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,500 |
BKD, LLP6+ years Filed as: BKD CPA Service code 10 · EIN 44-0160260 | Accounting | $12,750 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,248 | $91,517+249.9% | $101,248+216.3% | $73,409+336.2% |
| Participation rate | 91.7% | 73.8%+18.0pp | 75.8%+15.9pp | 72.2%+19.6pp |
| Annual return | 11.05% | 17.17%-6.1pp | 46.47%-35.4pp | 59.29%-48.2pp |
| Employer contribution / active EE | $29,512 | $2,877+925.9% | $3,660+706.4% | $2,234+1221.3% |
| Participant deferral / active EE | $393 | $3,338-88.2% | $4,370-91.0% | $3,805-89.7% |
| Admin fee / account holder | $343 | $216+59.1% | $5,945-94.2% | $158+117.5% |