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 LLC10+ years Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $75,689 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $45,741 |
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 | $145,429 | $95,880+51.7% | $107,525+35.3% | $85,563+70.0% |
| Participation rate | 69.8% | 70.1%-0.4pp | 75.1%-5.3pp | 66.0%+3.8pp |
| Annual return | 14.40% | 68.06%-53.7pp | 181.32%-166.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $3,113 | $3,812-18.3% | $3,754-17.1% | $2,654+17.3% |
| Participant deferral / active EE | $5,456 | $4,201+29.9% | $5,116+6.7% | $4,375+24.7% |
| Admin fee / account holder | $397 | $1,025-61.3% | $8,919-95.6% | $834-52.4% |