See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $12,028 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,846 | $73,933+47.2% | $96,683+12.6% | $75,163+44.8% |
| Participation rate | 71.8% | 66.4%+5.4pp | 74.3%-2.5pp | 67.2%+4.6pp |
| Annual return | 11.20% | 26.70%-15.5pp | 35.69%-24.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,511 | $2,928+19.9% | $3,737-6.0% | $2,670+31.5% |
| Participant deferral / active EE | $5,232 | $3,659+43.0% | $4,878+7.3% | $4,125+26.8% |
| Admin fee / account holder | $6,725 | $5,216+28.9% | $6,730-0.1% | $5,651+19.0% |