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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $147,538 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $3,134 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $684,976 | $91,407+649.4% | $135,903+404.0% | $71,457+858.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 11.00% | 29.90%-18.9pp | 68.23%-57.2pp | 28.85%-17.8pp |
| Employer contribution / active EE | $21,047 | $3,703+468.3% | $4,856+333.4% | $2,588+713.4% |
| Participant deferral / active EE | $13,925 | $7,092+96.3% | $7,758+79.5% | $4,289+224.7% |
| Admin fee / account holder | $828 | $1,266-34.6% | $10,762-92.3% | $1,587-47.8% |