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 INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $225,347 |
ORIENTAL PENSION CONSULTANTS6+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $30,266 |
LANDA UMPIERRE PSC5 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $12,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,692 | $104,475+268.2% | $159,436+141.3% | $79,386+384.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 28.19% | 67.95%-39.8pp | 263.57%-235.4pp | 116.85%-88.7pp |
| Employer contribution / active EE | $8,351 | $3,417+144.4% | $4,829+72.9% | $2,427+244.0% |
| Participant deferral / active EE | $6,939 | $6,467+7.3% | $7,352-5.6% | $4,046+71.5% |
| Admin fee / account holder | $1,512 | $711+112.6% | $10,799-86.0% | $626+141.4% |