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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Investment Mgmt Fees | $325,741 |
Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508 | Accounting | $9,000 |
FLOWER & ASSOCIATES, INC.1+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862 | Contract Administrator | $7,502 |
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 | $147,418 | $70,002+110.6% | $115,037+28.1% | $52,331+181.7% |
| Participation rate | 96.3% | 72.1%+24.2pp | 81.4%+15.0pp | 68.1%+28.2pp |
| Annual return | -0.53% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $10,339 | $2,715+280.8% | $4,608+124.4% | $1,882+449.5% |
| Participant deferral / active EE | $6,638 | $4,920+34.9% | $6,026+10.2% | $3,022+119.7% |
| Admin fee / account holder | $1,218 | $566+115.2% | $8,175-85.1% | $592+105.9% |