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 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,211 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLP. Service code 10 PO BOX 632238 · CINCINNATI, OH 45263 | Accounting | $14,700 |
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 | $140,499 | $49,915+181.5% | $154,803-9.2% | $74,304+89.1% |
| Participation rate | 88.2% | 54.0%+34.2pp | 78.1%+10.1pp | 60.3%+27.8pp |
| Annual return | 13.08% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,751 | $1,611+132.8% | $4,305-12.9% | $2,241+67.4% |
| Participant deferral / active EE | $3,560 | $2,255+57.9% | $5,540-35.8% | $3,767-5.5% |
| Admin fee / account holder | $383 | $2,189-82.5% | $14,329-97.3% | $2,969-87.1% |