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 13 · EIN 42-0127290 | Contract Administrator | $55,074 |
UBS FINANCIAL SERVICES INC3 years Filed as: USB FINANCIAL SERVICES INC Service code 27 | Advisory (Plan) | $22,429 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
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 | $60,552 | $93,182-35.0% | $146,665-58.7% | $79,386-23.7% |
| Participation rate | 90.6% | 76.4%+14.2pp | 80.1%+10.6pp | 70.7%+19.9pp |
| Annual return | 18.17% | 21.61%-3.4pp | 22.74%-4.6pp | 116.85%-98.7pp |
| Employer contribution / active EE | $1,513 | $2,420-37.5% | $4,136-63.4% | $2,427-37.7% |
| Participant deferral / active EE | $3,417 | $4,169-18.0% | $5,506-37.9% | $4,046-15.5% |
| Admin fee / account holder | $322 | $585-44.9% | $10,280-96.9% | $626-48.6% |