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 INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,110 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $10,000 |
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 | $129,386 | $55,415+133.5% | $155,509-16.8% | $74,495+73.7% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+10.0pp | 67.2%+20.9pp |
| Annual return | 14.55% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,965 | $2,267+74.9% | $4,672-15.1% | $2,623+51.2% |
| Participant deferral / active EE | $3,431 | $2,836+21.0% | $5,626-39.0% | $4,346-21.0% |
| Admin fee / account holder | $384 | $1,738-77.9% | $15,912-97.6% | $1,942-80.2% |