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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,140 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,636 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,897 | $65,223+13.3% | $80,019-7.7% | $55,725+32.6% |
| Participation rate | 56.8% | 80.6%-23.8pp | 75.8%-19.1pp | 70.9%-14.1pp |
| Annual return | 10.69% | 7.59%+3.1pp | 11.22%-0.5pp | 244.93%-234.2pp |
| Employer contribution / active EE | $1,119 | $2,544-56.0% | $2,468-54.7% | $2,078-46.2% |
| Participant deferral / active EE | $1,818 | $3,881-53.2% | $3,686-50.7% | $3,356-45.8% |
| Admin fee / account holder | $356 | $114+211.8% | $6,521-94.5% | $115+209.2% |