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 | $45,243 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 | Other Services | $19,378 |
ALLIED CONSULTANTS, INC1 year Filed as: ALLIED CONSULTANTS INC Service code 13 | Contract Administrator | $3,876 |
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 | $57,606 | $86,655-33.5% | $119,609-51.8% | $66,914-13.9% |
| Participation rate | 96.5% | 75.6%+20.9pp | 79.3%+17.2pp | 69.8%+26.7pp |
| Annual return | -16.47% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,369 | $2,536+32.8% | $4,232-20.4% | $2,544+32.4% |
| Participant deferral / active EE | $5,530 | $4,358+26.9% | $5,602-1.3% | $4,237+30.5% |
| Admin fee / account holder | $319 | $755-57.7% | $10,323-96.9% | $593-46.2% |