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 INC4+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $32,818 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $387 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,728 | $59,186+29.6% | $76,768-0.1% | $56,287+36.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 77.0%+21.0pp | 69.9%+28.1pp |
| Annual return | -4.58% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,389 | $1,759+35.9% | $2,485-3.9% | $2,111+13.2% |
| Participant deferral / active EE | $4,614 | $3,255+41.8% | $3,852+19.8% | $3,350+37.7% |
| Admin fee / account holder | $198 | $489-59.6% | $6,675-97.0% | $521-62.1% |