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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,906 | $58,320+102.2% | $86,436+36.4% | $66,914+76.2% |
| Participation rate | 84.9% | 78.6%+6.3pp | 80.3%+4.6pp | 69.8%+15.1pp |
| Annual return | -19.16% | -9.71%-9.4pp | 4394.89%-4414.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $4,104 | $2,615+56.9% | $3,769+8.9% | $2,544+61.3% |
| Participant deferral / active EE | $11,652 | $6,899+68.9% | $6,952+67.6% | $4,237+175.0% |
| Admin fee / account holder | $319 | $546-41.7% | $6,731-95.3% | $593-46.3% |