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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $68,405 |
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $28,902 |
Service code 17 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Pension Consulting | $18,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,988 | $89,652+90.7% | $141,162+21.1% | $65,185+162.3% |
| Participation rate | 84.2% | 74.7%+9.5pp | 82.5%+1.8pp | 70.2%+14.0pp |
| Annual return | 20.67% | 32.79%-12.1pp | 71.39%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,119 | $3,065+1.8% | $4,735-34.1% | $2,177+43.3% |
| Participant deferral / active EE | $8,253 | $5,691+45.0% | $6,709+23.0% | $3,514+134.9% |
| Admin fee / account holder | $543 | $569-4.5% | $10,261-94.7% | $847-35.9% |