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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,791 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,103 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 | Recordkeeping | $10,443 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,792 | $44,960+157.5% | $84,966+36.3% | $74,495+55.4% |
| Participation rate | 92.0% | 49.4%+42.7pp | 67.5%+24.5pp | 67.2%+24.8pp |
| Annual return | 16.49% | 26.24%-9.8pp | 66.38%-49.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,821 | $1,457+230.8% | $2,727+76.8% | $2,623+83.8% |
| Participant deferral / active EE | $7,090 | $2,731+159.6% | $4,519+56.9% | $4,346+63.1% |
| Admin fee / account holder | $774 | $2,209-65.0% | $6,149-87.4% | $1,942-60.1% |