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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $46,183 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,485 | $30,588+48.7% | $53,898-15.6% | $85,563-46.8% |
| Participation rate | 50.2% | 26.3%+23.8pp | 55.0%-4.8pp | 66.0%-15.8pp |
| Annual return | 12.90% | 50.42%-37.5pp | 528.60%-515.7pp | 31.51%-18.6pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,064 | $848+25.5% | $1,826-41.7% | $4,375-75.7% |
| Admin fee / account holder | $266 | $1,879-85.8% | $2,491-89.3% | $834-68.1% |