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 |
|---|---|---|
Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $25,198 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,352 | $49,138+161.2% | $84,015+52.8% | $65,185+96.9% |
| Participation rate | 61.2% | 60.7%+0.4pp | 69.0%-7.9pp | 70.2%-9.0pp |
| Annual return | 22.86% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $467 | $914-48.9% | $1,983-76.4% | $2,177-78.5% |
| Participant deferral / active EE | $2,188 | $2,397-8.7% | $3,239-32.5% | $3,514-37.7% |
| Admin fee / account holder | $329 | $543-39.4% | $6,101-94.6% | $847-61.1% |