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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $250,676 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $102,796 |
MILLER HAVILAND KETTER PC., PA1+ years Service code 10 · EIN 48-0958002 | Accounting | $34,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,533 | $74,462-5.3% | $81,983-14.0% | $90,288-21.9% |
| Participation rate | 39.5% | 69.7%-30.2pp | 69.2%-29.8pp | 73.4%-33.9pp |
| Annual return | 14.87% | 17.56%-2.7pp | 41.31%-26.4pp | 53.97%-39.1pp |
| Employer contribution / active EE | $97 | $2,334-95.9% | $2,498-96.1% | $2,524-96.2% |
| Participant deferral / active EE | $1,908 | $3,602-47.0% | $3,722-48.7% | $4,232-54.9% |
| Admin fee / account holder | $338 | $98+245.5% | $5,664-94.0% | $114+196.8% |