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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $108,587 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,121 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,719 | $86,655+0.1% | $119,609-27.5% | $66,914+29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -7.93% | -8.00%+0.1pp | -14.97%+7.0pp | 1.58%-9.5pp |
| Employer contribution / active EE | $344 | $2,536-86.4% | $4,232-91.9% | $2,544-86.5% |
| Participant deferral / active EE | $4,699 | $4,358+7.8% | $5,602-16.1% | $4,237+10.9% |
| Admin fee / account holder | $587 | $755-22.2% | $10,323-94.3% | $593-1.0% |