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 Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $19,707 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,590 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,994 | $58,083+30.8% | $80,019-5.0% | $56,287+35.0% |
| Participation rate | 55.4% | 73.6%-18.2pp | 75.8%-20.4pp | 69.9%-14.5pp |
| Annual return | -3.06% | 34.61%-37.7pp | 11.22%-14.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $296 | $1,932-84.7% | $2,468-88.0% | $2,111-86.0% |
| Participant deferral / active EE | $2,461 | $3,135-21.5% | $3,686-33.2% | $3,350-26.5% |
| Admin fee / account holder | $313 | $623-49.7% | $6,521-95.2% | $521-39.9% |