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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,577 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,379 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,700 |
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 | $134,839 | $88,083+53.1% | $164,813-18.2% | $74,495+81.0% |
| Participation rate | 93.1% | 73.0%+20.1pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 14.12% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,694 | $2,593+81.0% | $4,341+8.1% | $2,623+78.9% |
| Participant deferral / active EE | $9,276 | $4,498+106.2% | $6,031+53.8% | $4,346+113.5% |
| Admin fee / account holder | $543 | $2,234-75.7% | $12,690-95.7% | $1,942-72.0% |