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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,340 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,794 | $132,049-12.3% | $200,582-42.3% | $74,304+55.8% |
| Participation rate | 88.6% | 84.1%+4.5pp | 86.9%+1.7pp | 60.3%+28.2pp |
| Annual return | 17.04% | 22.22%-5.2pp | 42.33%-25.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,618 | $7,213+61.1% | $9,331+24.5% | $3,767+208.4% |
| Admin fee / account holder | $396 | $2,405-83.5% | $16,305-97.6% | $2,969-86.7% |