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 | $74,641 |
UBS FINANCIAL SERVICES INC5 years Service code 27 | Advisory (Plan) | $33,274 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 42-0127290 | Contract Administrator | $12,345 |
UBS FINANCIAL SERVICES INC2 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,811 | $88,083-21.9% | $164,813-58.2% | $74,495-7.6% |
| Participation rate | 98.3% | 73.0%+25.3pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 15.38% | 17.26%-1.9pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $7,211 | $2,593+178.1% | $4,341+66.1% | $2,623+174.9% |
| Participant deferral / active EE | $6,343 | $4,498+41.0% | $6,031+5.2% | $4,346+46.0% |
| Admin fee / account holder | $357 | $2,234-84.0% | $12,690-97.2% | $1,942-81.6% |