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 9-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 42-0127290 | Contract Administrator | $114,442 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,660 |
PENSION ASSURANCE LLP2 years Filed as: PENSION RESOURCES CORPORATION Service code 49 · EIN 75-2503320 | Other Services | $10,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,172 | $101,499+13.5% | $147,005-21.7% | $74,546+54.5% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 17.79% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $5,863 | $3,811+53.8% | $4,934+18.8% | $2,624+123.4% |
| Participant deferral / active EE | $12,352 | $7,304+69.1% | $8,070+53.1% | $4,347+184.1% |
| Admin fee / account holder | $481 | $1,748-72.5% | $13,006-96.3% | $1,944-75.3% |