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 INC3+ years Filed as: UBS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $51,823 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $46,924 |
SHEAKLEY3+ years Filed as: PAYSYSTEMS OF AMERICA DBA SHEAKLEY Service code 13 · EIN 62-1734593 | Contract Administrator | $9,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,023 | $63,346+70.5% | $92,233+17.1% | $70,131+54.0% |
| Participation rate | 87.0% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.5pp |
| Annual return | 12.14% | 530.12%-518.0pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,025 | $2,471+62.9% | $3,679+9.4% | $2,342+71.8% |
| Participant deferral / active EE | $3,723 | $2,854+30.5% | $3,897-4.5% | $3,332+11.7% |
| Admin fee / account holder | $1,228 | $3,840-68.0% | $5,194-76.4% | $4,645-73.6% |