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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,275 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,822 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,625 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,582 | $91,407+14.4% | $135,903-23.0% | $71,457+46.4% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 14.45% | 29.90%-15.4pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,146 | $3,703-42.1% | $4,856-55.8% | $2,588-17.1% |
| Participant deferral / active EE | $11,409 | $7,092+60.9% | $7,758+47.1% | $4,289+166.0% |
| Admin fee / account holder | $353 | $1,266-72.1% | $10,762-96.7% | $1,587-77.8% |