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 INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $35,931 |
MRPR GROUP PC4 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $7,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $168,313 | $84,936+98.2% | $111,297+51.2% | $79,386+112.0% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 14.60% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,405 | $1,979+21.5% | $2,731-11.9% | $2,427-0.9% |
| Participant deferral / active EE | $4,238 | $3,888+9.0% | $4,487-5.5% | $4,046+4.8% |
| Admin fee / account holder | $322 | $537-40.1% | $7,964-96.0% | $626-48.6% |