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 INC8 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $70,654 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $26,378 |
SABEY CPA, PLLC6 years Filed as: SABEY CPA PLLC Service code 10 PO BOX 53 · MERCER ISLAND, WA 98040 | Accounting | $18,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $339,441 | $86,944+290.4% | $107,525+215.7% | $74,304+356.8% |
| Participation rate | 89.7% | 59.6%+30.1pp | 75.1%+14.6pp | 60.3%+29.3pp |
| Annual return | 15.12% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $13,423 | $2,757+386.9% | $3,754+257.6% | $2,241+498.9% |
| Participant deferral / active EE | $14,897 | $3,554+319.1% | $5,116+191.2% | $3,767+295.4% |
| Admin fee / account holder | $353 | $3,727-90.5% | $8,919-96.0% | $2,969-88.1% |