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 FINANCIAL SERVICES Service code 27 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Advisory (Plan) | $25,573 |
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $12,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,976 |
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 | $64,451 | $48,750+32.2% | $88,946-27.5% | $74,304-13.3% |
| Participation rate | 92.3% | 44.5%+47.8pp | 68.8%+23.5pp | 60.3%+32.0pp |
| Annual return | 17.82% | 25.91%-8.1pp | 57.82%-40.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,848 | $1,255+47.2% | $2,555-27.7% | $2,241-17.6% |
| Participant deferral / active EE | $4,404 | $2,423+81.7% | $4,581-3.9% | $3,767+16.9% |
| Admin fee / account holder | $320 | $3,756-91.5% | $8,261-96.1% | $2,969-89.2% |