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 INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $22,500 |
NWPS6 years Service code 15 · EIN 91-2090931 | Recordkeeping | $22,271 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $10,084 |
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 | $235,734 | $109,881+114.5% | $150,045+57.1% | $84,808+178.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.03% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,824 | $3,561+91.6% | $4,693+45.4% | $2,631+159.4% |
| Participant deferral / active EE | $11,960 | $6,636+80.2% | $7,997+49.6% | $4,212+184.0% |
| Admin fee / account holder | $368 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |