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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638169 | Advisory (Plan) | $35,562 |
WHITLEY PENN LLP2+ years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $14,486 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,369 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 19 · EIN 36-3429599 | Securities Custodian | $20 |
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 | $197,045 | $57,828+240.7% | $117,039+68.4% | $70,131+181.0% |
| Participation rate | 89.3% | 67.1%+22.2pp | 77.2%+12.1pp | 69.5%+19.8pp |
| Annual return | 17.31% | 17.55%-0.2pp | 18.95%-1.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,814 | $1,816+110.0% | $3,785+0.8% | $2,342+62.8% |
| Participant deferral / active EE | $11,921 | $2,438+389.0% | $3,929+203.4% | $3,332+257.8% |
| Admin fee / account holder | $497 | $3,548-86.0% | $5,974-91.7% | $4,645-89.3% |