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 3-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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $23,430 |
BEASLEY & COMPANY1+ years Service code 13 2626 E 21ST ST. STE 1 · TULSA, OK 74114 | Contract Administrator | $19,475 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,222 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $748,214 | $69,010+984.2% | $159,960+367.8% | $68,494+992.4% |
| Participation rate | 17.5% | 65.4%-47.9pp | 78.0%-60.5pp | 67.9%-50.4pp |
| Annual return | -8.10% | -9.65%+1.5pp | 408.60%-416.7pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,853 | $2,213-16.3% | $4,226-56.2% | $2,596-28.6% |
| Participant deferral / active EE | $5,513 | $4,212+30.9% | $6,182-10.8% | $4,027+36.9% |
| Admin fee / account holder | $2,106 | $4,798-56.1% | $8,698-75.8% | $5,403-61.0% |