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 13 · EIN 35-0472300 | Contract Administrator | $34,304 |
Filed as: MERRILL LYNCH Service code 13 · EIN 13-5674085 | Contract Administrator | $15,089 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $11,356 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,187 | $79,428+16.1% | $106,548-13.5% | $79,386+16.1% |
| Participation rate | 98.2% | 74.1%+24.0pp | 76.1%+22.0pp | 70.7%+27.5pp |
| Annual return | 24.17% | 18.27%+5.9pp | 26.80%-2.6pp | 116.85%-92.7pp |
| Employer contribution / active EE | $1,059 | $2,234-52.6% | $2,819-62.4% | $2,427-56.4% |
| Participant deferral / active EE | $4,840 | $3,823+26.6% | $4,398+10.0% | $4,046+19.6% |
| Admin fee / account holder | $490 | $523-6.3% | $7,407-93.4% | $626-21.8% |