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 INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $26,214 |
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 15 · EIN 91-1526584 | Recordkeeping | $16,249 |
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 | $99,024 | $99,957-0.9% | $149,696-33.8% | $73,488+34.7% |
| Participation rate | 72.7% | 75.7%-3.0pp | 82.5%-9.8pp | 70.7%+2.0pp |
| Annual return | 16.42% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,883 | $6,073+13.4% | $6,842+0.6% | $3,740+84.1% |
| Admin fee / account holder | $338 | $551-38.7% | $9,309-96.4% | $513-34.2% |