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 26 · EIN 13-2638166 | Advisory (Participants) | $32,603 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $7,359 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,736 |
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 | $76,795 | $87,870-12.6% | $113,168-32.1% | $74,304+3.4% |
| Participation rate | 86.9% | 70.7%+16.1pp | 76.6%+10.3pp | 60.3%+26.5pp |
| Annual return | 16.47% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $5,226 | $2,277+129.5% | $2,975+75.7% | $2,241+133.2% |
| Participant deferral / active EE | $3,617 | $4,241-14.7% | $5,107-29.2% | $3,767-4.0% |
| Admin fee / account holder | $588 | $3,368-82.5% | $12,068-95.1% | $2,969-80.2% |