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 |
|---|---|---|
BRADY MARTZ & ASSOCIATES3 years Filed as: BRADY WARE & SCHOENFELD INC DBA BRA Service code 99 11175 CICERO DR STE 300 · ALPHARETTA, GA 30022 | Other Fees | $23,200 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,287 | $79,171+34.3% | $102,423+3.8% | $74,495+42.7% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 10.34% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,343 | $2,362-0.8% | $3,023-22.5% | $2,623-10.7% |
| Participant deferral / active EE | $5,673 | $4,415+28.5% | $5,053+12.3% | $4,346+30.6% |
| Admin fee / account holder | $165 | $2,001-91.8% | $9,451-98.3% | $1,942-91.5% |