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 8-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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $22,227 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,256 |
Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $7,700 |
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 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 | $48,323 | $58,083-16.8% | $80,019-39.6% | $56,287-14.1% |
| Participation rate | 90.8% | 73.6%+17.2pp | 75.8%+15.0pp | 69.9%+21.0pp |
| Annual return | -7.45% | 34.61%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,733 | $1,932-10.3% | $2,468-29.8% | $2,111-17.9% |
| Participant deferral / active EE | $4,024 | $3,135+28.4% | $3,686+9.2% | $3,350+20.1% |
| Admin fee / account holder | $376 | $623-39.7% | $6,521-94.2% | $521-27.9% |