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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $115,172 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 250 VESLEY STREET · NEW YORK, NY 10281 | Advisory (Plan) | $91,162 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 11 · EIN 82-3719843 PO BOX 426 · FORT WASHINGTON, PA 190349998 | Actuarial | $5,520 |
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 | $83,806 | $50,199+66.9% | $70,092+19.6% | $66,914+25.2% |
| Participation rate | 95.2% | 66.3%+28.9pp | 70.5%+24.7pp | 69.8%+25.4pp |
| Annual return | -19.60% | -13.85%-5.8pp | 190.73%-210.3pp | 1.58%-21.2pp |
| Employer contribution / active EE | $4,304 | $1,864+130.9% | $2,559+68.2% | $2,544+69.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $942 | $600+57.0% | $6,267-85.0% | $593+58.7% |