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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,298 |
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 | $141,320 | $73,638+91.9% | $108,410+30.4% | $79,386+78.0% |
| Participation rate | 89.4% | 77.4%+12.0pp | 80.1%+9.2pp | 70.7%+18.7pp |
| Annual return | 18.84% | 33.27%-14.4pp | 905.27%-886.4pp | 116.85%-98.0pp |
| Employer contribution / active EE | $3,781 | $2,397+57.8% | $3,558+6.3% | $2,427+55.8% |
| Participant deferral / active EE | $10,876 | $6,218+74.9% | $6,563+65.7% | $4,046+168.8% |
| Admin fee / account holder | $371 | $638-41.8% | $7,295-94.9% | $626-40.7% |