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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,262 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,368 |
MAHONEY CPAS4 years Service code 10 · EIN 41-1647057 | Accounting | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,918 | $66,098-12.4% | $101,794-43.1% | $74,304-22.1% |
| Participation rate | 72.9% | 53.8%+19.2pp | 69.2%+3.7pp | 60.3%+12.6pp |
| Annual return | 16.22% | 19.59%-3.4pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $126 | $1,082-88.3% | $2,289-94.5% | $2,241-94.4% |
| Participant deferral / active EE | $5,389 | $2,781+93.8% | $4,084+32.0% | $3,767+43.0% |
| Admin fee / account holder | $313 | $4,146-92.5% | $8,777-96.4% | $2,969-89.5% |