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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $146,727 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,435 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $36,346 |
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 | $74,360 | $119,446-37.7% | $150,045-50.4% | $85,563-13.1% |
| Participation rate | 80.5% | 75.4%+5.1pp | 82.3%-1.8pp | 66.0%+14.5pp |
| Annual return | 20.96% | 23.72%-2.8pp | 62.55%-41.6pp | 31.51%-10.6pp |
| Employer contribution / active EE | $4,053 | $4,078-0.6% | $4,693-13.6% | $2,654+52.7% |
| Participant deferral / active EE | $8,948 | $7,985+12.1% | $7,997+11.9% | $4,375+104.5% |
| Admin fee / account holder | $514 | $548-6.0% | $13,435-96.2% | $834-38.3% |