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 52 · EIN 04-1590850 | Indirect Investment Fees | $59,631 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,278 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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.)
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 | $36,624 | $54,121-32.3% | $134,143-72.7% | $73,409-50.1% |
| Participation rate | 66.2% | 64.4%+1.8pp | 72.2%-6.0pp | 72.2%-6.0pp |
| Annual return | 11.24% | -312.52%+323.8pp | 36.33%-25.1pp | 59.29%-48.1pp |
| Employer contribution / active EE | $1,127 | $1,402-19.6% | $3,704-69.6% | $2,234-49.5% |
| Participant deferral / active EE | $1,430 | $2,844-49.7% | $3,499-59.1% | $3,805-62.4% |
| Admin fee / account holder | $325 | $132+145.9% | $6,684-95.1% | $158+106.1% |