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 INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $30,230 |
NWPS2 years Service code 15 · EIN 91-1526584 4025 DELRIDGE WAY SW SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $18,315 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,949 | $84,487-8.9% | $125,339-38.6% | $66,914+15.0% |
| Participation rate | 86.0% | 76.4%+9.5pp | 82.4%+3.6pp | 69.8%+16.1pp |
| Annual return | -17.14% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,180 | $6,781+20.6% | $7,446+9.9% | $4,237+93.1% |
| Admin fee / account holder | $333 | $685-51.5% | $10,010-96.7% | $593-44.0% |