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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $33,072 |
MRPR GROUP PC5 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $7,700 |
Filed as: SJS BUSINESS SERVICES INC DBA ADVAN Service code 99 31596 SCHOOLCRAFT · LIVONIA, MI 48150 | Other Fees | $5,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,808 | $65,435+106.0% | $86,677+55.5% | $66,914+101.5% |
| Participation rate | 98.0% | 75.5%+22.5pp | 76.6%+21.4pp | 69.8%+28.2pp |
| Annual return | -19.50% | -10.89%-8.6pp | 35.91%-55.4pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,630 | $2,153+22.1% | $2,836-7.3% | $2,544+3.4% |
| Participant deferral / active EE | $4,966 | $4,100+21.1% | $4,656+6.7% | $4,237+17.2% |
| Admin fee / account holder | $346 | $642-46.0% | $7,493-95.4% | $593-41.6% |