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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,793 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,248 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,475 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $25 |
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 | $113,340 | $101,317+11.9% | $146,958-22.9% | $74,495+52.1% |
| Participation rate | 86.6% | 75.5%+11.0pp | 82.2%+4.4pp | 67.2%+19.4pp |
| Annual return | 4.98% | 8730.91%-8725.9pp | 418.34%-413.4pp | 1364.94%-1360.0pp |
| Employer contribution / active EE | $2,138 | $3,810-43.9% | $4,933-56.7% | $2,623-18.5% |
| Participant deferral / active EE | $12,145 | $7,303+66.3% | $8,070+50.5% | $4,346+179.5% |
| Admin fee / account holder | $362 | $1,739-79.2% | $12,998-97.2% | $1,942-81.4% |