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 INC6+ years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $22,480 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,797 |
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 | $109,371 | $73,638+48.5% | $95,952+14.0% | $73,488+48.8% |
| Participation rate | 97.1% | 76.2%+20.9pp | 77.1%+20.0pp | 70.7%+26.4pp |
| Annual return | 15.73% | 16.78%-1.0pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,458 | $1,863+31.9% | $2,541-3.3% | $2,270+8.3% |
| Participant deferral / active EE | $5,128 | $3,617+41.8% | $4,167+23.1% | $3,740+37.1% |
| Admin fee / account holder | $189 | $482-60.7% | $6,795-97.2% | $513-63.1% |