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 FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Investment Mgmt Fees | $304,197 |
Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508 | Accounting | $10,000 |
FLOWER & ASSOCIATES, INC.2+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862 | Contract Administrator | $8,864 |
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 | $153,651 | $75,183+104.4% | $123,892+24.0% | $55,167+178.5% |
| Participation rate | 98.8% | 72.8%+25.9pp | 81.4%+17.4pp | 69.0%+29.8pp |
| Annual return | 2.60% | 19.01%-16.4pp | 47.52%-44.9pp | 169.23%-166.6pp |
| Employer contribution / active EE | $9,958 | $2,823+252.7% | $4,617+115.7% | $1,963+407.4% |
| Participant deferral / active EE | $6,638 | $5,084+30.5% | $5,984+10.9% | $3,054+117.3% |
| Admin fee / account holder | $1,238 | $663+86.8% | $8,357-85.2% | $504+145.6% |