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 9-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 Service code 27 325 NORTH OLD WOODWARD AVE · BIRMINGHAM, MI 48009 | Advisory (Plan) | $69,443 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,610 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $162,754 | $52,406+210.6% | $129,207+26.0% | $74,495+118.5% |
| Participation rate | 94.9% | 53.8%+41.1pp | 69.6%+25.3pp | 67.2%+27.7pp |
| Annual return | 16.40% | 15.66%+0.7pp | 9417.33%-9400.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $7,493 | $1,531+389.6% | $4,153+80.4% | $2,623+185.7% |
| Participant deferral / active EE | $16,149 | $2,794+477.9% | $4,168+287.5% | $4,346+271.6% |
| Admin fee / account holder | $521 | $2,633-80.2% | $7,715-93.2% | $1,942-73.2% |