Filed March 5, 2026
Total covered: 12 employees
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 37 · EIN 04-2647786 | Loan Processing | $42,137 |
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
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 | $141,670 | $79,700+77.8% | $153,485-7.7% | $74,495+90.2% |
| Participation rate | 69.8% | 69.8%-0.1pp | 77.1%-7.3pp | 67.2%+2.6pp |
| Annual return | 12.22% | 15.07%-2.9pp | 15.65%-3.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,572 | $4,016+13.8% | $5,039-9.3% | $2,623+74.3% |
| Participant deferral / active EE | $6,851 | $5,315+28.9% | $6,757+1.4% | $4,346+57.7% |
| Admin fee / account holder | $405 | $1,790-77.4% | $12,724-96.8% | $1,942-79.1% |