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 INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $63,702 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,834 |
REHMANN ROBSON2+ years Service code 10 · EIN 38-3635706 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,643 | $69,977+29.5% | $108,579-16.5% | $62,891+44.1% |
| Participation rate | 92.9% | 72.9%+20.0pp | 79.6%+13.3pp | 69.3%+23.6pp |
| Annual return | 9.35% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,725 | $3,165+49.3% | $4,311+9.6% | $3,203+47.5% |
| Admin fee / account holder | $727 | $5,076-85.7% | $7,645-90.5% | $4,296-83.1% |