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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $148,872 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $2,923 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $604,530 | $84,487+615.5% | $125,339+382.3% | $66,914+803.4% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -15.70% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $19,942 | $3,553+461.3% | $4,814+314.3% | $2,544+683.8% |
| Participant deferral / active EE | $13,487 | $6,781+98.9% | $7,446+81.1% | $4,237+218.3% |
| Admin fee / account holder | $829 | $685+21.1% | $10,010-91.7% | $593+39.8% |