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 INC2 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $59,171 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,270 |
IJM RYAN PLLC3 years Service code 10 7900 SE 28TH ST · MERCER ISLAND, WA 98040 | Accounting | $14,650 |
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 | $234,940 | $63,114+272.2% | $92,893+152.9% | $65,185+260.4% |
| Participation rate | 94.2% | 68.8%+25.4pp | 76.0%+18.2pp | 70.2%+24.0pp |
| Annual return | 24.40% | 28.75%-4.4pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $11,078 | $2,571+330.9% | $3,653+203.3% | $2,177+408.9% |
| Participant deferral / active EE | $11,288 | $3,108+263.2% | $4,236+166.5% | $3,514+221.2% |
| Admin fee / account holder | $341 | $624-45.3% | $5,794-94.1% | $847-59.7% |