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 INC2 years Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $24,489 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,205 |
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 | $57,390 | $65,376-12.2% | $87,100-34.1% | $65,185-12.0% |
| Participation rate | 86.8% | 75.3%+11.5pp | 76.9%+10.0pp | 70.2%+16.6pp |
| Annual return | 17.80% | 31.27%-13.5pp | 28.19%-10.4pp | 29.38%-11.6pp |
| Employer contribution / active EE | $567 | $1,822-68.9% | $2,521-77.5% | $2,177-73.9% |
| Participant deferral / active EE | $2,772 | $3,388-18.2% | $4,049-31.5% | $3,514-21.1% |
| Admin fee / account holder | $362 | $520-30.4% | $7,497-95.2% | $847-57.3% |