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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $182,759 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 51-0120742 | Advisory (Plan) | $46,655 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $23,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,016 | $50,820-50.8% | $155,567-83.9% | $77,671-67.8% |
| Participation rate | 64.8% | 63.1%+1.6pp | 78.2%-13.4pp | 70.6%-5.8pp |
| Annual return | 13.14% | 34.85%-21.7pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,276 | $1,993-36.0% | $4,674-72.7% | $2,726-53.2% |
| Participant deferral / active EE | $2,051 | $2,823-27.3% | $5,628-63.6% | $4,648-55.9% |
| Admin fee / account holder | $193 | $436-55.8% | $15,916-98.8% | $430-55.2% |