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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,411 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,075 | $78,672-13.5% | $109,143-37.6% | $85,850-20.7% |
| Participation rate | 84.3% | 68.3%+16.0pp | 75.9%+8.4pp | 69.3%+15.0pp |
| Annual return | 10.84% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,965 | $2,735+8.4% | $3,722-20.3% | $2,565+15.6% |
| Participant deferral / active EE | $4,367 | $3,467+25.9% | $4,653-6.2% | $3,952+10.5% |
| Admin fee / account holder | $317 | $5,469-94.2% | $6,752-95.3% | $6,260-94.9% |