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 INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 22 THE JMR WEALTH MANAGEMENT GROUP · NEW YORK, NY 10171 | Insurance Broker | $245,499 |
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $30,650 |
LANDA UMPIERRE PSC9 years Service code 10 PO BOX 363642 · SAN JUAN, PR 00936 | Accounting | $11,325 |
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.
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 | $418,490 | $100,923+314.7% | $150,045+178.9% | $74,304+463.2% |
| Participation rate | 87.2% | 70.1%+17.2pp | 82.3%+4.9pp | 60.3%+26.9pp |
| Annual return | 9.63% | 51.77%-42.1pp | 62.55%-52.9pp | 29.43%-19.8pp |
| Employer contribution / active EE | $9,127 | $3,463+163.5% | $4,693+94.5% | $2,241+307.2% |
| Participant deferral / active EE | $6,789 | $6,709+1.2% | $7,997-15.1% | $3,767+80.2% |
| Admin fee / account holder | $1,578 | $2,767-43.0% | $13,435-88.3% | $2,969-46.8% |