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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $51,235 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,761 |
PREMIER PENSION SOLUTIONS, LLC3+ years Service code 13 · EIN 20-2274261 | Contract Administrator | $6,303 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,556 | $75,388-44.9% | $123,544-66.4% | $55,725-25.4% |
| Participation rate | 73.9% | 75.7%-1.7pp | 82.3%-8.4pp | 70.9%+3.1pp |
| Annual return | -9.62% | 4.48%-14.1pp | 119.20%-128.8pp | 244.93%-254.5pp |
| Employer contribution / active EE | $2,230 | $3,063-27.2% | $4,628-51.8% | $2,078+7.3% |
| Participant deferral / active EE | $7,426 | $5,651+31.4% | $6,426+15.6% | $3,356+121.3% |
| Admin fee / account holder | $329 | $120+174.6% | $9,284-96.5% | $115+185.5% |