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 9-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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,540 |
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 | $120,861 | $66,813+80.9% | $100,516+20.2% | $73,488+64.5% |
| Participation rate | 92.0% | 77.5%+14.5pp | 79.4%+12.6pp | 70.7%+21.3pp |
| Annual return | 19.11% | 25.70%-6.6pp | 30.89%-11.8pp | 28.51%-9.4pp |
| Employer contribution / active EE | $3,778 | $2,147+76.0% | $3,418+10.6% | $2,270+66.4% |
| Participant deferral / active EE | $10,723 | $5,883+82.3% | $6,270+71.0% | $3,740+186.8% |
| Admin fee / account holder | $307 | $512-40.1% | $8,081-96.2% | $513-40.2% |