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 INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $39,033 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,878 | $80,724+0.2% | $103,333-21.7% | $74,495+8.6% |
| Participation rate | 94.4% | 65.7%+28.7pp | 74.5%+19.9pp | 67.2%+27.2pp |
| Annual return | 14.00% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,501 | $3,860+94.3% | $5,057+48.3% | $4,346+72.6% |
| Admin fee / account holder | $279 | $2,368-88.2% | $8,355-96.7% | $1,942-85.6% |