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 INC8+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $30,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $16,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,047 | $65,435+72.8% | $86,677+30.4% | $66,914+68.9% |
| Participation rate | 95.3% | 75.5%+19.9pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -16.89% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,932 | $2,153+36.1% | $2,836+3.4% | $2,544+15.2% |
| Participant deferral / active EE | $6,451 | $4,100+57.3% | $4,656+38.6% | $4,237+52.3% |
| Admin fee / account holder | $302 | $642-52.9% | $7,493-96.0% | $593-49.0% |