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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $94,211 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $49,863 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $718,520 | $101,317+609.2% | $146,958+388.9% | $74,495+864.5% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.2pp | 67.2%+11.7pp |
| Annual return | 14.11% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $16,590 | $3,810+335.4% | $4,933+236.3% | $2,623+532.5% |
| Participant deferral / active EE | $11,749 | $7,303+60.9% | $8,070+45.6% | $4,346+170.4% |
| Admin fee / account holder | $758 | $1,739-56.4% | $12,998-94.2% | $1,942-60.9% |