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 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $182,585 |
UBS FINANCIAL SERVICES INC3 years Service code 16 · EIN 13-2638166 | Consulting | $65,870 |
THE WHITLOCK COMPANY4+ years Filed as: THE WHITLOCK COMPANY LLP Service code 10 · EIN 43-1365401 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,870 | $65,118-17.3% | $76,768-29.8% | $55,725-3.3% |
| Participation rate | 93.1% | 79.6%+13.5pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | -4.21% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,380 | $1,941-28.9% | $2,485-44.5% | $2,078-33.6% |
| Participant deferral / active EE | $3,859 | $3,688+4.6% | $3,852+0.2% | $3,356+15.0% |
| Admin fee / account holder | $303 | $116+161.9% | $6,675-95.5% | $115+163.5% |