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 FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $16,638 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $15,844 |
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 | $79,213 | $80,753-1.9% | $136,294-41.9% | $62,292+27.2% |
| Participation rate | 76.0% | 73.5%+2.5pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 24.72% | 35.83%-11.1pp | 5155.94%-5131.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,120 | $5,164+18.5% | $6,247-2.0% | $3,169+93.1% |
| Admin fee / account holder | $304 | $525-42.2% | $9,243-96.7% | $479-36.7% |