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 5-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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,789 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $23,830 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $750 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $18 |
NATIONAL FINANCIAL SERVICES2+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,364 | $104,475+17.1% | $159,436-23.3% | $79,386+54.1% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 13.78% | 67.95%-54.2pp | 263.57%-249.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,867 | $3,417-45.4% | $4,829-61.3% | $2,427-23.1% |
| Participant deferral / active EE | $11,095 | $6,467+71.6% | $7,352+50.9% | $4,046+174.2% |
| Admin fee / account holder | $351 | $711-50.6% | $10,799-96.7% | $626-43.9% |