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 INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $54,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,670 |
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 | $138,497 | $64,286+115.4% | $106,387+30.2% | $55,725+148.5% |
| Participation rate | 97.8% | 75.2%+22.6pp | 77.5%+20.3pp | 70.9%+26.9pp |
| Annual return | 10.85% | 0.84%+10.0pp | 0.25%+10.6pp | 244.93%-234.1pp |
| Employer contribution / active EE | $3,514 | $2,367+48.5% | $3,520-0.2% | $2,078+69.1% |
| Participant deferral / active EE | $6,952 | $4,158+67.2% | $5,421+28.2% | $3,356+107.2% |
| Admin fee / account holder | $183 | $102+78.7% | $7,510-97.6% | $115+58.7% |