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 INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,404 | $64,707+1.1% | $112,228-41.7% | $68,494-4.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.43% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,194 | $2,746+52.7% | $3,635+15.4% | $2,596+61.5% |
| Participant deferral / active EE | $5,490 | $3,565+54.0% | $4,728+16.1% | $4,027+36.3% |
| Admin fee / account holder | $14,865 | $5,232+184.1% | $6,410+131.9% | $5,403+175.1% |