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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,147 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,451 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,038 | $86,655+33.9% | $119,609-3.0% | $66,914+73.4% |
| Participation rate | 75.1% | 75.6%-0.5pp | 79.3%-4.1pp | 69.8%+5.3pp |
| Annual return | -16.46% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,023 | $4,358+38.2% | $5,602+7.5% | $4,237+42.2% |
| Admin fee / account holder | $414 | $755-45.1% | $10,323-96.0% | $593-30.2% |