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 INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $54,000 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,825 |
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 | $107,200 | $65,820+62.9% | $108,745-1.4% | $57,658+85.9% |
| Participation rate | 97.2% | 72.7%+24.5pp | 77.7%+19.5pp | 70.2%+27.0pp |
| Annual return | 20.25% | 21.32%-1.1pp | 46.22%-26.0pp | 5.13%+15.1pp |
| Employer contribution / active EE | $3,866 | $2,285+69.2% | $3,323+16.3% | $1,974+95.9% |
| Participant deferral / active EE | $7,991 | $3,578+123.4% | $5,121+56.0% | $3,061+161.1% |
| Admin fee / account holder | $182 | $91+99.3% | $6,144-97.0% | $95+92.1% |