Filed April 3, 2025
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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,464 | $132,049-14.1% | $200,582-43.4% | $74,304+52.7% |
| Participation rate | 99.5% | 84.1%+15.4pp | 86.9%+12.6pp | 60.3%+39.1pp |
| Annual return | 19.32% | 22.22%-2.9pp | 42.33%-23.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $4,522 | $4,558-0.8% | $6,419-29.6% | $2,241+101.8% |
| Participant deferral / active EE | $6,034 | $7,213-16.3% | $9,331-35.3% | $3,767+60.2% |
| Admin fee / account holder | $169 | $2,405-93.0% | $16,305-99.0% | $2,969-94.3% |