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 9-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 INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $75,214 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,369 | $88,087+247.8% | $164,866+85.8% | $74,546+311.0% |
| Participation rate | 68.3% | 73.1%-4.7pp | 78.6%-10.3pp | 67.2%+1.1pp |
| Annual return | 21.34% | 17.27%+4.1pp | 69.97%-48.6pp | 1366.03%-1344.7pp |
| Employer contribution / active EE | $3,310 | $2,595+27.5% | $4,343-23.8% | $2,624+26.1% |
| Participant deferral / active EE | $8,375 | $4,499+86.1% | $6,033+38.8% | $4,347+92.6% |
| Admin fee / account holder | $771 | $2,232-65.4% | $12,689-93.9% | $1,944-60.3% |