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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $17,593 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,785 | $47,126+26.9% | $149,673-60.1% | $74,419-19.7% |
| Participation rate | 27.2% | 63.4%-36.2pp | 78.8%-51.6pp | 70.7%-43.5pp |
| Annual return | 13.03% | 22.75%-9.7pp | 134.42%-121.4pp | 34.38%-21.3pp |
| Employer contribution / active EE | $594 | $1,905-68.8% | $4,818-87.7% | $2,637-77.5% |
| Participant deferral / active EE | $1,086 | $2,728-60.2% | $5,680-80.9% | $4,528-76.0% |
| Admin fee / account holder | $270 | $343-21.4% | $13,210-98.0% | $348-22.5% |