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 INC9 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $34,632 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $18,706 |
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 | $149,438 | $109,881+36.0% | $150,045-0.4% | $84,808+76.2% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 15.76% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,699 | $3,561-24.2% | $4,693-42.5% | $2,631+2.6% |
| Participant deferral / active EE | $9,541 | $6,636+43.8% | $7,997+19.3% | $4,212+126.5% |
| Admin fee / account holder | $480 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |