See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES IN Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $19,366 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,328 | $65,061-1.1% | $143,757-55.3% | $66,914-3.9% |
| Participation rate | 33.0% | 65.2%-32.1pp | 80.3%-47.3pp | 69.8%-36.8pp |
| Annual return | -14.42% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $489 | $2,361-79.3% | $4,951-90.1% | $2,544-80.8% |
| Participant deferral / active EE | $1,030 | $2,919-64.7% | $5,637-81.7% | $4,237-75.7% |
| Admin fee / account holder | $290 | $502-42.3% | $14,673-98.0% | $593-51.2% |