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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,571 | $48,050+182.1% | $85,969+57.7% | $59,632+127.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 22.05% | 0.29%+21.8pp | 9.32%+12.7pp | 2041.28%-2019.2pp |
| Employer contribution / active EE | $7,936 | $1,640+384.0% | $3,474+128.4% | $2,203+260.3% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,285 | $3,206-28.7% | $6,053-62.3% | $4,297-46.8% |