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 INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $85,883 |
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.
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 | $59,938 | $73,404-18.3% | $87,100-31.2% | $67,579-11.3% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.9%+18.6pp | 71.3%+24.2pp |
| Annual return | 27.67% | 48.29%-20.6pp | 28.19%-0.5pp | 378.56%-350.9pp |
| Employer contribution / active EE | $364 | $2,014-81.9% | $2,521-85.6% | $2,148-83.1% |
| Participant deferral / active EE | $3,698 | $3,913-5.5% | $4,049-8.6% | $3,539+4.5% |
| Admin fee / account holder | $100 | $142-29.3% | $7,497-98.7% | $142-29.6% |