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 INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $149,871 |
Filed as: MERRILL LYNCH Service code 65 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Account Maintenance | $59,763 |
PRIDA, GUIDA & PEREZ, P.A.2 years Service code 10 · EIN 59-1978917 1106 N FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $33,300 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 11 · EIN 59-2250280 508 W. FLETCHER AVENUE · TAMPA, FL 33612 | Actuarial | $5,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,418 | $50,666+56.7% | $76,817+3.4% | $65,185+21.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 22.99% | 28.51%-5.5pp | 1166.11%-1143.1pp | 29.38%-6.4pp |
| Employer contribution / active EE | $4,065 | $1,575+158.1% | $2,302+76.6% | $2,177+86.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,173 | $463+153.3% | $6,420-81.7% | $847+38.5% |