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) | $88,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $45,093 | $65,118-30.8% | $76,768-41.3% | $55,725-19.1% |
| Participation rate | 96.3% | 79.6%+16.7pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | -2.91% | -1.27%-1.6pp | 2.43%-5.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $346 | $1,941-82.2% | $2,485-86.1% | $2,078-83.4% |
| Participant deferral / active EE | $3,434 | $3,688-6.9% | $3,852-10.8% | $3,356+2.3% |
| Admin fee / account holder | $103 | $116-11.1% | $6,675-98.5% | $115-10.6% |