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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $309,346 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $210,269 |
COMPASS 360, LLC1+ years Service code 15 · EIN 81-1939215 | Recordkeeping | $111,675 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 25-1759623 | Recordkeeping | $28,646 |
FORVIS MAZARS, LLP1+ years Filed as: FORVISMAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
FORVIS MAZARS, LLP1+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,752 | $122,186+54.5% | $146,958+28.4% | $199,593-5.4% |
| Participation rate | 84.0% | 78.3%+5.7pp | 82.2%+1.8pp | 72.0%+12.0pp |
| Annual return | 19.12% | 30.56%-11.4pp | 418.34%-399.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $3,605 | $4,093-11.9% | $4,933-26.9% | $3,034+18.8% |
| Participant deferral / active EE | $9,551 | $8,502+12.3% | $8,070+18.4% | $5,087+87.8% |
| Admin fee / account holder | $392 | $179+119.5% | $12,998-97.0% | $269+45.9% |