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 10-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) | $29,607 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,217 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,859 |
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 | $89,118 | $86,655+2.8% | $119,609-25.5% | $66,914+33.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 79.3%+12.7pp | 69.8%+22.2pp |
| Annual return | -15.92% | -8.00%-7.9pp | -14.97%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,574 | $2,536+80.4% | $4,232+8.1% | $2,544+79.8% |
| Participant deferral / active EE | $8,823 | $4,358+102.5% | $5,602+57.5% | $4,237+108.3% |
| Admin fee / account holder | $428 | $755-43.3% | $10,323-95.9% | $593-27.9% |