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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $55,685 |
Service code 17 · EIN 62-1038805 | Pension Consulting | $21,408 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $20,020 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $6,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,616 | $100,923+20.5% | $150,045-18.9% | $74,304+63.7% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.3%-17.9pp | 60.3%+4.1pp |
| Annual return | 22.10% | 51.77%-29.7pp | 62.55%-40.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $3,144 | $3,463-9.2% | $4,693-33.0% | $2,241+40.3% |
| Participant deferral / active EE | $8,039 | $6,709+19.8% | $7,997+0.5% | $3,767+113.4% |
| Admin fee / account holder | $727 | $2,767-73.7% | $13,435-94.6% | $2,969-75.5% |