See peer percentile detail. $4.99 for your first month.
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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 Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $151,733 |
ORLEANS CAPITAL MANAGEMENT7+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $85,221 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $49,148 |
SOUTHERN BENEFIT ADMINISTRATORS7+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $48,533 |
HANCOCK WHITNEY BANK3 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $46,813 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS G JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $15,000 |
Filed as: ROBEIN, URANN, SPENCER, & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $12,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,897 | $106,236+1.6% | $112,228-3.9% | $64,808+66.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 2.97% | -6.02%+9.0pp | 27.45%-24.5pp | 32.82%-29.9pp |
| Employer contribution / active EE | $5,500 | $3,166+73.7% | $3,635+51.3% | $2,506+119.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $578 | $452+27.9% | $6,410-91.0% | $188+207.6% |