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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,271 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,450 | $79,013+67.6% | $100,391+31.9% | $74,495+77.8% |
| Participation rate | 82.8% | 79.5%+3.4pp | 81.5%+1.4pp | 67.2%+15.6pp |
| Annual return | 18.70% | 20.41%-1.7pp | 49.20%-30.5pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,296 | $3,021+9.1% | $3,942-16.4% | $2,623+25.6% |
| Participant deferral / active EE | $9,425 | $7,760+21.5% | $8,082+16.6% | $4,346+116.9% |
| Admin fee / account holder | $307 | $1,320-76.8% | $7,899-96.1% | $1,942-84.2% |