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 6-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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,509 |
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 | $180,225 | $122,239+47.4% | $184,200-2.2% | $74,546+141.8% |
| Participation rate | 90.3% | 85.5%+4.8pp | 86.8%+3.4pp | 67.2%+23.1pp |
| Annual return | 15.33% | 19.95%-4.6pp | 28.80%-13.5pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $3,409 | $4,537-24.9% | $6,424-46.9% | $2,624+29.9% |
| Participant deferral / active EE | $5,787 | $7,139-18.9% | $9,132-36.6% | $4,347+33.1% |
| Admin fee / account holder | $577 | $1,260-54.2% | $13,907-95.9% | $1,944-70.3% |