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 6-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 13 · EIN 42-0127290 | Contract Administrator | $63,555 |
UBS FINANCIAL SERVICES INC4 years Service code 27 | Advisory (Plan) | $29,666 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 42-0127290 | Contract Administrator | $12,333 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,704 | $82,978-23.2% | $129,995-51.0% | $71,457-10.9% |
| Participation rate | 97.4% | 74.1%+23.4pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 18.00% | 20.60%-2.6pp | -137.18%+155.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $7,425 | $2,622+183.2% | $4,320+71.9% | $2,588+187.0% |
| Participant deferral / active EE | $6,364 | $4,432+43.6% | $5,820+9.3% | $4,289+48.4% |
| Admin fee / account holder | $357 | $1,729-79.4% | $10,614-96.6% | $1,587-77.5% |