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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,821 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,874 |
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 | $138,193 | $82,978+66.5% | $129,995+6.3% | $71,457+93.4% |
| Participation rate | 70.9% | 74.1%-3.2pp | 78.5%-7.6pp | 67.9%+3.0pp |
| Annual return | 16.95% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,230 | $4,432+40.6% | $5,820+7.0% | $4,289+45.3% |
| Admin fee / account holder | $408 | $1,729-76.4% | $10,614-96.2% | $1,587-74.3% |