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 STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $27,128 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $250 |
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 | $77,436 | $64,909+19.3% | $82,313-5.9% | $62,292+24.3% |
| Participation rate | 98.7% | 74.9%+23.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 22.69% | 21.18%+1.5pp | 25.88%-3.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $2,135 | $1,676+27.4% | $2,428-12.1% | $2,042+4.5% |
| Participant deferral / active EE | $3,880 | $3,103+25.0% | $3,706+4.7% | $3,169+22.4% |
| Admin fee / account holder | $165 | $440-62.5% | $5,608-97.1% | $479-65.6% |