Filed April 3, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $35,468 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,464 | $128,603-11.8% | $197,124-42.4% | $67,986+66.9% |
| Participation rate | 99.5% | 81.7%+17.8pp | 86.7%+12.8pp | 57.2%+42.3pp |
| Annual return | 19.32% | 23.77%-4.4pp | 44.34%-25.0pp | 31.67%-12.3pp |
| Employer contribution / active EE | $4,522 | $4,379+3.3% | $6,227-27.4% | $2,019+124.0% |
| Participant deferral / active EE | $6,034 | $6,840-11.8% | $9,135-33.9% | $3,358+79.7% |
| Admin fee / account holder | $169 | $3,035-94.4% | $16,298-99.0% | $3,203-94.7% |