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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $74,612 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $816,603 | $89,282+814.6% | $94,646+762.8% | $74,419+997.3% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 70.7%-70.7pp |
| Annual return | 18.94% | 25.96%-7.0pp | 156.71%-137.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,697 | $3,022-10.8% | $3,672-26.5% | $2,637+2.3% |
| Participant deferral / active EE | $5,447 | $8,425-35.3% | $7,418-26.6% | $4,528+20.3% |
| Admin fee / account holder | $3,701 | $219+1591.8% | $7,231-48.8% | $348+964.0% |