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 INC9 years Filed as: USB FINANCIAL SERVICES, INC. Service code 13 · EIN 13-2638166 | Contract Administrator | $430,283 |
NEXUS ADMINISTRATORS, INC.6 years Service code 13 · EIN 77-0586222 | Contract Administrator | $40,772 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,431 | $117,025-13.3% | $91,541+10.8% | $85,563+18.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 9.36% | 18.02%-8.7pp | 20.50%-11.1pp | 31.51%-22.1pp |
| Employer contribution / active EE | $9,873 | $2,120+365.6% | $2,505+294.2% | $2,654+272.1% |
| Participant deferral / active EE | $0 | $3,446-100.0% | $4,008-100.0% | $4,375-100.0% |
| Admin fee / account holder | $705 | $1,242-43.3% | $6,956-89.9% | $834-15.5% |