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 Service code 21 · EIN 13-2638166 | Bank Trustee | $92,823 |
Filed as: FERGUSON-WELLMAN CAPITAL MANAGEMENT Service code 21 · EIN 93-0646988 | Bank Trustee | $65,300 |
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN MAHER Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $20,250 |
WTRISC2+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $14,471 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 21 · EIN 95-4575414 | Bank Trustee | $12,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,528 | $53,925+12.2% | $75,670-20.0% | $69,631-13.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 8.65% | 17.84%-9.2pp | 27.34%-18.7pp | 27571.02%-27562.4pp |
| Employer contribution / active EE | $8,120 | $1,802+350.6% | $2,352+245.3% | $2,032+299.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $307 | $97+216.3% | $5,800-94.7% | $110+178.1% |