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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,794 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,264 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,659 |
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 | $110,304 | $82,978+32.9% | $129,995-15.1% | $71,457+54.4% |
| Participation rate | 91.0% | 74.1%+16.9pp | 78.5%+12.5pp | 67.9%+23.1pp |
| Annual return | 16.36% | 20.60%-4.2pp | -137.18%+153.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,503 | $2,622+71.7% | $4,320+4.2% | $2,588+74.0% |
| Participant deferral / active EE | $9,166 | $4,432+106.8% | $5,820+57.5% | $4,289+113.7% |
| Admin fee / account holder | $413 | $1,729-76.1% | $10,614-96.1% | $1,587-74.0% |