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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $71,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,645 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,075 | $88,634+192.3% | $101,326+155.7% | $74,304+248.7% |
| Participation rate | 83.2% | 76.9%+6.3pp | 81.5%+1.7pp | 60.3%+22.8pp |
| Annual return | 15.72% | 33.10%-17.4pp | 36.82%-21.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,674 | $2,930-42.9% | $3,665-54.3% | $2,241-25.3% |
| Participant deferral / active EE | $7,825 | $7,322+6.9% | $7,994-2.1% | $3,767+107.7% |
| Admin fee / account holder | $633 | $2,425-73.9% | $11,185-94.3% | $2,969-78.7% |