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 LLC9+ years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $71,559 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $42,744 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,085 | $82,917+75.0% | $103,333+40.4% | $77,643+86.9% |
| Participation rate | 61.5% | 71.6%-10.0pp | 74.5%-13.0pp | 70.6%-9.0pp |
| Annual return | 13.90% | 19.13%-5.2pp | 24.88%-11.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,862 | $3,552-19.4% | $3,868-26.0% | $2,726+5.0% |
| Participant deferral / active EE | $5,110 | $4,108+24.4% | $5,057+1.0% | $4,647+10.0% |
| Admin fee / account holder | $396 | $638-38.0% | $8,355-95.3% | $430-8.1% |