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 INC4+ years Filed as: UBS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $44,447 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $41,309 |
Service code 13 · EIN 82-3571106 | Contract Administrator | $7,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,852 | $57,354+28.8% | $83,848-11.9% | $64,186+15.1% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -3.66% | 11.38%-15.0pp | 850.88%-854.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,226 | $2,545+66.0% | $3,631+16.4% | $2,381+77.5% |
| Participant deferral / active EE | $3,409 | $2,993+13.9% | $4,082-16.5% | $3,470-1.7% |
| Admin fee / account holder | $1,124 | $4,046-72.2% | $5,478-79.5% | $4,888-77.0% |