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 INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $138,110 |
Filed as: MERRILL LYNCH Service code 65 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Account Maintenance | $97,478 |
PRIDA, GUIDA & PEREZ, P.A.4 years Service code 10 · EIN 59-1978917 1106 N FRANKLIN STREET · TAMPA, FL 33602 | Accounting | $7,560 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 82-3719843 PO BOX 426 · FORT WASHINGTON, PA 190349998 | Actuarial | $5,090 |
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 | $113,355 | $59,584+90.2% | $86,874+30.5% | $79,386+42.8% |
| Participation rate | 93.1% | 67.7%+25.5pp | 71.6%+21.5pp | 70.7%+22.4pp |
| Annual return | 17.62% | 23.15%-5.5pp | 63.52%-45.9pp | 116.85%-99.2pp |
| Employer contribution / active EE | $4,356 | $1,768+146.4% | $2,495+74.6% | $2,427+79.5% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,188 | $604+96.6% | $5,828-79.6% | $626+89.6% |