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 INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $212,703 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $28,711 |
LANDA UMPIERRE PSC8 years Service code 10 PO BOX 363642 · SAN JUAN, PR 00936 | Accounting | $5,206 |
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 | $405,133 | $101,317+299.9% | $146,958+175.7% | $74,495+443.8% |
| Participation rate | 84.7% | 75.5%+9.1pp | 82.2%+2.5pp | 67.2%+17.5pp |
| Annual return | 18.34% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $9,187 | $3,810+141.1% | $4,933+86.2% | $2,623+250.3% |
| Participant deferral / active EE | $6,805 | $7,303-6.8% | $8,070-15.7% | $4,346+56.6% |
| Admin fee / account holder | $1,491 | $1,739-14.3% | $12,998-88.5% | $1,942-23.2% |