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 42-0127290 | Contract Administrator | $46,771 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 | Other Services | $18,742 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $65,491 | $99,985-34.5% | $146,665-55.3% | $85,850-23.7% |
| Participation rate | 93.9% | 73.1%+20.8pp | 80.1%+13.8pp | 69.3%+24.6pp |
| Annual return | 14.91% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,101 | $2,559+21.2% | $4,136-25.0% | $2,565+20.9% |
| Participant deferral / active EE | $5,236 | $4,006+30.7% | $5,506-4.9% | $3,952+32.5% |
| Admin fee / account holder | $339 | $7,702-95.6% | $10,280-96.7% | $6,260-94.6% |