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 7-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 Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $34,143 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVOSORS Service code 27 PO BOX 66535 · SAINT LOUIS, MO 63166 | Advisory (Plan) | $32,209 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $17,771 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 27 EL PASO OPERATION CENTER · EL PASO, TX 79998 | Advisory (Plan) | $15,364 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,288 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,360 | $104,475+164.5% | $159,436+73.3% | $79,386+248.1% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 13.52% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $5,353 | $3,417+56.7% | $4,829+10.8% | $2,427+120.5% |
| Participant deferral / active EE | $10,363 | $6,467+60.2% | $7,352+41.0% | $4,046+156.2% |
| Admin fee / account holder | $661 | $711-7.0% | $10,799-93.9% | $626+5.6% |