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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.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $25,100 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 | Legal | $23,450 |
HARPER & PEARSON COMPANY, P.C.1+ years Service code 10 · EIN 74-1695589 | Accounting | $18,300 |
CONNER & WINTERS1+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $7,835 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,850 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $8,341 | $55,516-85.0% | $75,781-89.0% | $59,188-85.9% |
| Participation rate | 83.9% | 73.6%+10.2pp | 75.8%+8.1pp | 69.4%+14.5pp |
| Annual return | -4.05% | -1.89%-2.2pp | 9.68%-13.7pp | 5.51%-9.6pp |
| Employer contribution / active EE | $841 | $2,604-67.7% | $3,323-74.7% | $2,098-59.9% |
| Participant deferral / active EE | $810 | $2,599-68.8% | $3,651-77.8% | $3,265-75.2% |
| Admin fee / account holder | $51 | $110-53.3% | $5,299-99.0% | $92-44.3% |