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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638169 | Advisory (Plan) | $37,688 |
WHITLEY PENN LLP3+ years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $14,469 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,110 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 19 · EIN 36-3429599 | Securities Custodian | $22 |
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 | $181,568 | $52,836+243.6% | $105,738+71.7% | $64,186+182.9% |
| Participation rate | 85.2% | 66.5%+18.6pp | 76.3%+8.9pp | 69.6%+15.6pp |
| Annual return | -5.37% | 14.30%-19.7pp | 6.27%-11.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,334 | $1,827+82.5% | $3,268+2.0% | $2,381+40.1% |
| Participant deferral / active EE | $10,647 | $2,545+318.3% | $4,080+161.0% | $3,470+206.9% |
| Admin fee / account holder | $524 | $3,959-86.8% | $6,913-92.4% | $4,888-89.3% |