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 |
|---|---|---|
Service code 17 · EIN 62-1038805 | Pension Consulting | $16,847 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $10,353 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,230 | $91,407-1.3% | $135,903-33.6% | $71,457+26.3% |
| Participation rate | 72.8% | 75.7%-2.8pp | 81.9%-9.1pp | 67.9%+4.9pp |
| Annual return | 23.10% | 29.90%-6.8pp | 68.23%-45.1pp | 28.85%-5.7pp |
| Employer contribution / active EE | $2,824 | $3,703-23.8% | $4,856-41.9% | $2,588+9.1% |
| Participant deferral / active EE | $7,650 | $7,092+7.9% | $7,758-1.4% | $4,289+78.4% |
| Admin fee / account holder | $474 | $1,266-62.6% | $10,762-95.6% | $1,587-70.2% |