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 INC. Service code 22 · EIN 13-2638166 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $236,178 |
ORIENTAL PENSION CONSULTANTS7+ years Filed as: ORIENTAL PENSIONS CONSULTANTS, INC Service code 15 · EIN 59-2356441 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Recordkeeping | $29,502 |
LANDA UMPIERRE PSC6 years Service code 10 PO BOX 363642 · SAN JUAN, PR 009363642 | Accounting | $9,904 |
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 | $352,178 | $84,487+316.8% | $125,339+181.0% | $66,914+426.3% |
| Participation rate | 90.8% | 76.4%+14.3pp | 82.4%+8.4pp | 69.8%+21.0pp |
| Annual return | -7.93% | -8.39%+0.5pp | 572.05%-580.0pp | 1.58%-9.5pp |
| Employer contribution / active EE | $9,650 | $3,553+171.6% | $4,814+100.5% | $2,544+279.3% |
| Participant deferral / active EE | $7,813 | $6,781+15.2% | $7,446+4.9% | $4,237+84.4% |
| Admin fee / account holder | $2,019 | $685+194.7% | $10,010-79.8% | $593+240.3% |