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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $17,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,287 | $53,412+44.7% | $68,509+12.8% | $52,331+47.7% |
| Participation rate | 56.1% | 71.7%-15.6pp | 74.7%-18.7pp | 68.1%-12.0pp |
| Annual return | 0.40% | 3.42%-3.0pp | 8.27%-7.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $317 | $1,607-80.3% | $2,278-86.1% | $1,882-83.2% |
| Participant deferral / active EE | $2,041 | $2,688-24.1% | $3,382-39.6% | $3,022-32.5% |
| Admin fee / account holder | $293 | $461-36.4% | $5,275-94.4% | $592-50.5% |