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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $20,923 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,184 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $6,200 |
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 | $48,445 | $66,310-26.9% | $93,606-48.2% | $65,185-25.7% |
| Participation rate | 85.6% | 74.0%+11.6pp | 75.8%+9.8pp | 70.2%+15.4pp |
| Annual return | 24.06% | 42.58%-18.5pp | 32.76%-8.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,697 | $2,012-15.6% | $2,718-37.5% | $2,177-22.0% |
| Participant deferral / active EE | $3,924 | $3,342+17.4% | $4,069-3.6% | $3,514+11.7% |
| Admin fee / account holder | $322 | $6,897-95.3% | $7,888-95.9% | $847-62.0% |