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 |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $61,911 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $36,117 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,337 | $92,971+42.3% | $96,683+36.9% | $74,419+77.8% |
| Participation rate | 63.8% | 71.5%-7.8pp | 74.3%-10.5pp | 70.7%-6.9pp |
| Annual return | 17.87% | 37.49%-19.6pp | 35.69%-17.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,919 | $3,426-14.8% | $3,737-21.9% | $2,637+10.7% |
| Participant deferral / active EE | $5,344 | $3,970+34.6% | $4,878+9.5% | $4,528+18.0% |
| Admin fee / account holder | $353 | $633-44.3% | $6,730-94.8% | $348+1.4% |